Firm
Lathram Financial Group
Avon, Colorado
Fee-only
Lathram Financial Group at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 81 individual clients, 26 of them high net worth.
- Its average account is about $371,000 (assets it manages divided by its 246 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Avon, Colorado |
|---|---|
| Phone | (303) 694-4800 |
Lathram Financial Group fees
Lathram Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $91 million |
| Individual clients | 55 |
| High-net-worth clients | 26 |
| Accounts managed | 246 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-80420) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 172358 |