Platt Wealth Management fees and pricing
Financial planner in San Diego, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 1, 2026, Platt Wealth Management charges $350 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Hourly fees are generally at a minimum rate of $350 per hour.”
- Flat or project fee
- $3,000
“Financial planning fees are calculated and charged on a fixed fee basis and typically start at $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Platt Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are paid quarterly in arrears pursuant to the terms of the Investment Management Agreement.”
- “Alternatively, PWM may invoice clients directly for portfolio Platt Wealth Management, LLC 8 management fees.”
- “When clients are billed directly, payment is due upon receipt of PWM’s invoice.”
How Platt Wealth Management’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 46 of the 73 other planners in San Diego that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
- 21 of the 68 other planners in San Diego that publish a flat or project fee charge less.
About Platt Wealth Management
“Platt Wealth Management is dedicated to providing individuals with a wide array of investment advisory and financial planning services on a fee-only basis.”
- Firm size: 5 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 197
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $390,634,320
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297487
- Phone
- (619) 255-9554
Can advise clients in 2 states: California, Texas
Other planners in San Diego that publish fees
- 401 FinancialSan Diego$250/hr, $500
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
- Abundance PathwaysSan Diego$75/hr, $2,500
- Ac3 CapitalSan Diego$100/hr, $500-$2,000
- AdviceonlySan Diego$50-$600/hr, Up to $10,000
- Ariston Services Group, LLCSan Diego$250-$350/hr, $500-$25,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.