Kevin Laman
Lattice Wealth Advisors · Chattanooga, Tennessee
Kevin Laman is a fee-only financial advisor at Lattice Wealth Advisors in Chattanooga, Tennessee. Kevin focuses on tax planning, estate & legacy planning and retirement planning. Lattice Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Lattice Wealth Advisors |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $47.6M across 329 accounts |
| SEC registration | Investment adviser representative in GA, TN · CRD 5170111 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.latticewealth.com |
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Questions about Kevin
Is Kevin Laman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Lattice Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Lattice Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Laman based?
Kevin Laman is based in Chattanooga, Tennessee.
What does Kevin specialize in?
Kevin's specialties include tax planning, estate & legacy planning, retirement planning and small business owners. Kevin works with high earners.
Is Kevin Laman registered with the SEC?
Yes. Kevin Laman is registered as an investment adviser representative in GA and TN (CRD 5170111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lattice Wealth Advisors manage?
Lattice Wealth Advisors reports $47.6M across 329 accounts in assets under management.
How do I contact Kevin Laman?
Through Kevin's website, www.latticewealth.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
- Lattice Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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