# Mary Patch

> Mary Patch is a fee-only financial advisor at Atlatl Advisers in Madison, Wisconsin. Mary focuses on retirement planning, estate & legacy planning and tax planning. Atlatl Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mary-patch/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Atlatl Advisers
- **Based in:** Madison, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $392.7M across 1,124 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families, Founders
- **CRD:** 2953723 (https://adviserinfo.sec.gov/individual/summary/2953723)
- **SEC registration:** Investment adviser representative in IA, WI
- **Exams passed:** Series 63 (1998), Series 65 (2001)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://atlatladvisers.com

## Frequently asked questions

### Is Mary Patch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Atlatl Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mary charge for financial advice?

Mary's firm, Atlatl Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mary Patch based?

Mary Patch is based in Madison, Wisconsin.

### What does Mary specialize in?

Mary's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Mary works with ultra high net worth, multi-generational families and founders.

### Is Mary Patch registered with the SEC?

Yes. Mary Patch is registered as an investment adviser representative in IA and WI (CRD 2953723), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atlatl Advisers manage?

Atlatl Advisers reports $392.7M across 1,124 accounts in assets under management.

### How do I contact Mary Patch?

Through Mary's website, atlatladvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2953723): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://atlatladvisers.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.