Lattice Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Otherwise, financial planning will billed for the hours worked at a rate of $200.00 per hour.”

Flat or project fee

$750⁠-⁠$2,500

“The fixed fee can range between $750 and $2,500.”

Monthly fee

$100/mo

“For clients with investment management accounts valued under $100,000 there is an additional ongoing fee that is paid quarterly, in advance, at the rate of $100 per month.”

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

How Lattice Wealth Advisors bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Upon termination of the account, any unearned fee will be refunded to the client on a prorated basis. 7 Ongoing Financial Planning Ongoing Financial Planning is included for most investment management accounts.”

How Lattice Wealth Advisors’ fees compare

• Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 2 of the 14 other planners in Chattanooga that publish an hourly rate charge less.
• Its flat or project fee of $750-$2,500 is below the Tennessee median of $3,000. 27% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Chattanooga that publish a flat or project fee charge less.

About Lattice Wealth Advisors

• Principal: Kevin Laman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.8% a year

Clients

130

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$47,586,598

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301132

Website

latticewealth.com (opens in new tab)

Phone

(423) 225-2450

Can advise clients in 2 states: Georgia, Tennessee

Other planners in Chattanooga that publish fees

• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Am Investment Strategies, LLCChattanooga$50⁠-⁠$30,000/yr
• Apogee Wealth Partners, LLCChattanooga$200⁠-⁠$400/hr, $500⁠-⁠$10,000
• Barnett & Co IncChattanooga$175/hr
• Bigham Wealth Advisory LLCChattanooga$80/hr, $500⁠-⁠$1,500
• Campbell Asset Management, LLCChattanooga$350/hr

Compare all 23 planners in Chattanooga