Firm
Latham Financial
Ivyland, Pennsylvania
Fee-only
Facts
| Based in | Ivyland, Pennsylvania |
|---|---|
| Website | lathaminvesting.com |
| Phone | (215) 806-3503 |
Latham Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"With no account size minimum, we are committed to helping clients from diverse financial backgrounds." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $2 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 337217 |