Firm
Lattice Financial
Charlotte, North Carolina
Fee-only
Lattice Financial at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 15 individual clients.
- Its average account is about $402,000 (assets it manages divided by its 14 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Charlotte, North Carolina |
|---|---|
| Website | latticefinancial.net |
| Phone | (704) 812-7252 |
Lattice Financial fees
Lattice Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee, percentage of assets. 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 | $6 million |
| Individual clients | 15 |
| Accounts managed | 14 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 310836 |