Platt Investment Counsel, LLC
SEC RegisteredSimple Solutions. Trusted Results. Financial Success.
About the firm
Platt Investment is a family-oriented advisory firm dedicated to providing straightforward, trustworthy guidance. Rooted in a legacy of financial stewardship, the firm builds long-term relationships by prioritizing client needs and goals, combining a practical, common sense investment strategy with a dedication to exceptional service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Practical investment solutions using low cost liquid ETFs and economic cycle adjustments, generational wealth management, and simple asset management focused on portfolio liquidity and gradual wealth building.
Who they serve
Families, individuals, and non-profits who have diligently focused on ensuring their financial well-being.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 90 | $27M |
| High Net Worth Individuals | 52 | $117M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2 million | 0.70% |
| Next $2 million | 0.55% |
| Above $4 million | 0.45% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Platt Investment Counsel, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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