The Patten Group

The Patten Group at a glance

• One of 180 fee-only firms based in Tennessee in the Wellspent graph.
• 7 advisors are listed here; 3 of 7 hold the CFA.
• Its Form ADV reports 11 employees and 447 individual clients, 165 of them high net worth.
• Its average account is about $519,000 (assets it manages divided by its 1,398 accounts).

Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee

Facts

The Patten Group fees

The Patten 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

Advisors at this firm (7)

• Adrienne Zingrich

  CFP

• Ashlee Patten

  CFA

• Chandler Thurmon

• Christian Johnson

• Grant Allen

  CFA

• John Jones

  CFA

• Kayla Coyle