# Patrick Latta

> Patrick Latta is a fee-only financial advisor at ACT Advisors in Asheville, North Carolina. Patrick charges an ongoing planning fee and focuses on equity compensation, retirement planning and tax planning.

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

## Facts

- **Firm:** ACT Advisors
- **Based in:** Asheville, North Carolina
- **Fee model:** Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $498.9M across 1,089 accounts
- **Specialties:** Equity compensation, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Executives, Retirees, Pre-retirees, High earners, Multi-generational families
- **CRD:** 4395019 (https://adviserinfo.sec.gov/individual/summary/4395019)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 63 (2001), Series 65 (2003)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.act-advisors.com

## Frequently asked questions

### Is Patrick Latta a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick charges an ongoing planning fee.

### Does Patrick work with clients virtually?

Yes. ACT Advisors says on its website that it works with clients remotely.

### Where is Patrick Latta based?

Patrick Latta is based in Asheville, North Carolina.

### What does Patrick specialize in?

Patrick's specialties include equity compensation, retirement planning, tax planning and estate & legacy planning. Patrick works with executives, retirees, pre-retirees, high earners and multi-generational families.

### Is Patrick Latta registered with the SEC?

Yes. Patrick Latta is registered as an investment adviser representative in NC and SC (CRD 4395019), 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 ACT Advisors manage?

ACT Advisors reports $498.9M across 1,089 accounts in assets under management.

### How do I contact Patrick Latta?

Through Patrick's website, www.act-advisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4395019): 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://act-advisors.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.