The Patten Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$50⁠-⁠$1,000/yr

“These reporting-only fees typically range between $50-$1,000 per annum.”

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

How The Patten Group, Inc. bills

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

• “Investment management fees are billed quarterly, at the end of each calendar quarter, pursuant to the terms of the investment management agreement.”
• “Fees are negotiable and determined based on the complexity of services requested, the experience level of the personnel needed to provide such services and the overall relationship with the Advisor.”
• “Fees may be negotiable depending on the size and complexity of the Plan and the level of back office administration that the Plan Sponsor’s request.”

How The Patten Group, Inc.’s fees compare

• Its annual fee of $50-$1,000 is below the Tennessee median of $7,250. None of the 35 other Tennessee planners that publish an annual fee charge less.
• None of the 4 other planners in Chattanooga that publish an annual fee charge less.

About The Patten Group, Inc.

• Firm size: 11 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2013 (13 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

1.5% a year

Clients

447

Employees

11

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$725,140,739

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168255

Website

linkedin.com/company/the-patten-group-chattanooga (opens in new tab)

Phone

(423) 531-0360

Can advise clients in 15 states: California, Colorado, District of Columbia, Florida, Georgia, Louisiana, Massachusetts, North Carolina, New Hampshire, New York, Pennsylvania, Tennessee, Texas, Virginia, Washington

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

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