Seth Mullikin
Lattice Financial · Charlotte, North Carolina
Seth Mullikin is a fee-only financial advisor at Lattice Financial in Charlotte, North Carolina, who holds the CFP credential. Seth charges a one-time planning fee, an ongoing planning fee and a percentage of assets.
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Facts
| Firm | Lattice Financial |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | One-time planning fee · Ongoing planning fee · Percentage of assets |
| Works virtually | Yes |
| Assets under management | $5.6M across 14 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, SC · CRD 6690756 |
| Exams passed | Series 63 (2016) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | latticefinancial.net |
| Profile |
How Seth's firm compares
- Lattice Financial's average account is about $402,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Seth
Is Seth Mullikin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Seth holds no broker registration, and Lattice Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Seth charge for financial advice?
Seth charges a one-time planning fee, an ongoing planning fee and a percentage of assets.
Does Seth work with clients virtually?
Yes. Lattice Financial says on its website that it works with clients remotely.
Where is Seth Mullikin based?
Seth Mullikin is based in Charlotte, North Carolina.
What credentials does Seth Mullikin hold?
Seth Mullikin holds the CFP credential.
Is Seth Mullikin registered with the SEC?
Yes. Seth Mullikin is registered as an investment adviser representative in NC and SC (CRD 6690756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lattice Financial manage?
Lattice Financial reports $5.6M across 14 accounts in assets under management.
How do I contact Seth Mullikin?
Through Seth's website, latticefinancial.net.
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 Financial 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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