Ashlee Patten
The Patten Group · Chattanooga, Tennessee
Ashlee Patten is a fee-only financial advisor at The Patten Group in Chattanooga, Tennessee, who holds the CFA credential. The Patten Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Patten Group |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $725.1M across 1,398 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN, TX · CRD 6208041 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.360patten.com |
| Profile |
How Ashlee's firm compares
- The Patten Group's average account is about $519,000, from its Form ADV (assets managed divided by 1,398 accounts).
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Questions about Ashlee
Is Ashlee Patten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashlee holds no broker registration, and The Patten Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashlee charge for financial advice?
Ashlee's firm, The Patten Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ashlee Patten based?
Ashlee Patten is based in Chattanooga, Tennessee.
What credentials does Ashlee Patten hold?
Ashlee Patten holds the CFA credential.
Is Ashlee Patten registered with the SEC?
Yes. Ashlee Patten is registered as an investment adviser representative in TN and TX (CRD 6208041), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Patten Group manage?
The Patten Group reports $725.1M across 1,398 accounts in assets under management.
How do I contact Ashlee Patten?
Through Ashlee's website, www.360patten.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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