Peter Platt
Platt Investment Counsel · Cary, North Carolina
Peter Platt is a fee-only financial advisor at Platt Investment Counsel in Cary, North Carolina. Platt Investment Counsel reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Platt Investment Counsel |
|---|---|
| Based in | Cary, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $153.6M across 382 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 2275710 |
| Exams passed | Series 63 (2004) · Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.plattinvestment.com |
| Profile |
How Peter's firm compares
- Platt Investment Counsel's average account is about $402,000, from its Form ADV (assets managed divided by 382 accounts).
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Questions about Peter
Is Peter Platt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Platt Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Platt Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Peter Platt based?
Peter Platt is based in Cary, North Carolina.
Is Peter Platt registered with the SEC?
Yes. Peter Platt is registered as an investment adviser representative in NC and TX (CRD 2275710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Platt Investment Counsel manage?
Platt Investment Counsel reports $153.6M across 382 accounts in assets under management.
How do I contact Peter Platt?
Through Peter's website, www.plattinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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