Neumann Capital Management

Neumann Capital Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 3 advisors are listed here; all hold the CFP.
• Its Form ADV reports 4 employees and 191 individual clients, 128 of them high net worth.
• Its average account is about $1.0 million (assets it manages divided by its 609 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Neumann Capital Management fees

Neumann Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (3)

• Caroline Gorham

  CFP

• Daniel Platt

  CFP · CFA

• Ekaterina Atanassov

  CFP · CFA