Shawn Patt
Atala Financial · Calabasas, California
Shawn Patt is a fee-only financial advisor at Atala Financial in Calabasas, California. Atala Financial reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Atala Financial |
|---|---|
| Based in | Calabasas, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $370.7M across 248 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4484268 |
| Exams passed | Series 63 (2002) · Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | atalafinancial.com |
| Profile |
How Shawn's firm compares
- Atala Financial's average account is about $1.5 million, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Shawn
Is Shawn Patt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Atala Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn's firm, Atala Financial, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Shawn Patt based?
Shawn Patt is based in Calabasas, California.
Is Shawn Patt registered with the SEC?
Yes. Shawn Patt is registered as an investment adviser representative in CA (CRD 4484268), 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 Atala Financial manage?
Atala Financial reports $370.7M across 248 accounts in assets under management.
How do I contact Shawn Patt?
Through Shawn's website, atalafinancial.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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