PlannerFees

Lathram Financial Group, LLC fees and pricing

Financial planner in Avon, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Lathram Financial Group, LLC charges $200 an hour and a flat or project fee of $2,500⁠-⁠$30,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $200.00.”
Flat or project fee
$2,500⁠-⁠$30,000
“The fixed fee typically ranges between $2,500 and $30,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lathram Financial Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Our annual fee is prorated and charged quarterly in advance based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
  • “If the work is not completed in such a time, we will refund your fee on a pro-rated basis.”

How Lathram Financial Group, LLC’s fees compare

  • Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$30,000 spans the Colorado median of $5,250. 91% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Lathram Financial Group, LLC

“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, consulting services, independent and retirement services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
$100,000 in assets (stated in brochure)
Clients
81
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$91,305,433
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
172358
Phone
(303) 694-4800

Other planners in Avon that publish fees

Compare all 479 planners in Colorado

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