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Atlatl Advisers

Updated today

Client AUM

$339,714,315

Clients

260

Advisors

7

across 3 offices

About

Atlatl Advisers works with individual clients (including high‑net‑worth households) as well as institutional clients such as retirement plans and family‑owned businesses, offering financial planning, consulting, and both discretionary and non‑discretionary investment management. Like many team advisers, it provides ongoing portfolio management and comprehensive wealth‑management engagements that integrate planning and investment implementation.

The firm constructs portfolios using mutual funds, ETFs, independent managers and, where appropriate, individual equity and fixed‑income securities and alternative investments, applying a five‑part framework that starts with risk tolerance and a financial plan and incorporates forward‑looking capital‑markets assumptions. Equity selection emphasizes bottom‑up analysis with a focus on free cash flow and low turnover, and the firm conducts quantitative and qualitative due diligence on managers and ongoing monitoring of subadvisors.

Atlatl’s practice includes services that are less common among similar‑sized teams: dedicated digital‑asset and cryptocurrency management using regulated custodial arrangements (the firm does not hold clients’ private keys and conditions digital‑asset allocations on a client‑level suitability and planning review), management of held‑away assets for consolidation, and outsourced CIO and business/family‑office consulting for closely held companies. The firm transitioned to SEC registration in 2024 and does not impose a firm‑wide minimum account value.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting services

Expertise

Active portfolio management Factor investing / smart beta Family Business

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals Approaching retirement

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Fee options

Fixed

Fixed fees starting at $2,500 for financial planning and consulting services

Project-based

$500 per hour billed in half-hour increments

Other

Minimum fee: Financial planning fixed fee minimum of $2,500 Fee-only: Fixed fees starting at $2,500 and hourly fees at $500 per hour

Main office

See office

2921 Landmark Place, Ste 501

Madison WI 53713

Advisors at this office

5

Most active in

Arizona · California · Florida · Illinois · Iowa · New York · Texas · Wisconsin

Also doing business as

Atlatl Advisers · Atlatl Advisers LLC · Fedenia Advisers LLC · Fedenia Associates, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ross F

CFP®, Series 66

Madison, WI

Atlatl Advisers

Ross Fedenia is a CFP® professional with 11 years of experience in financial advising. He is currently with Atlatl Advisers, where he has worked since 2021, following roles at Ameriprise Financial Services, UBS Financial Services, and Robert W. Baird. Atlatl Advisers serves both individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management, using a multi-asset approach and a risk-focused framework that includes services like digital-asset management and outsourced CIO consulting.

Active portfolio management Factor investing / smart beta Family Business Founder/Business Owner Executive Established Professionals Approaching retirement
user avatar

Cynthia F

CFP®, Series 66

Madison, WI

Atlatl Advisers

Cynthia Farnsworth is a CFP® professional with 19 years of industry experience. She is currently with Atlatl Advisers and has prior experience at Ameriprise and UBS Financial Services. Atlatl Advisers serves individual and institutional clients, providing financial planning, consulting, and investment management. The firm uses a five-part framework incorporating risk tolerance and financial planning, managing portfolios with mutual funds, ETFs, independent managers, and selected securities, and offers specialized services including digital-asset management and outsourced CIO consulting.

Active portfolio management Factor investing / smart beta Family Business Founder/Business Owner Executive Established Professionals Approaching retirement
user avatar

Mark F

Madison, WI

Atlatl Advisers

Mark Fedenia is an advisor at Atlatl Advisers with 17 years of industry experience. He has been with Atlatl Advisers since 2015 and also serves as an associate professor at the University of Wisconsin–Madison, where he has taught graduate business students since 1986. Atlatl Advisers serves individual clients, including high-net-worth households, as well as institutional clients such as retirement plans and family-owned businesses. The firm offers financial planning, consulting, and investment management using a disciplined framework that incorporates risk tolerance, financial planning, and capital markets assumptions, with an emphasis on bottom-up equity selection and ongoing due diligence.

Active portfolio management Factor investing / smart beta Family Business Founder/Business Owner Executive Established Professionals Approaching retirement
user avatar

Hunter K

Series 66

Madison, WI

Atlatl Advisers

Hunter Klus Wedel is a financial advisor with Atlatl Advisers in Madison, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and M3 Insurance, as well as a position at Orange Theory Fitness. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses. The firm offers comprehensive financial planning, consulting, and both discretionary and non-discretionary investment management, using a multi-faceted approach that includes mutual funds, ETFs, independent managers, and alternative investments.

Active portfolio management Factor investing / smart beta Family Business Founder/Business Owner Executive Established Professionals Approaching retirement
user avatar

Mary P

Series 63, Series 65

Dubuque, IA

Atlatl Advisers

Mary Patch is a financial advisor at Atlatl Advisers with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Ifp and Kestra Financial. Outside of her advisory role, she owns Patch Investment Solutions, an ERISA consulting business, and serves as co-chair of ASPPA Plan Consultant Magazine. Atlatl Advisers serves individual and institutional clients, providing financial planning, consulting, and investment management. The firm employs a five-part investment framework emphasizing bottom-up equity selection and manager due diligence, and offers specialized services such as digital-asset management and outsourced CIO consulting.

Active portfolio management Factor investing / smart beta Family Business Founder/Business Owner Executive Established Professionals Approaching retirement
user avatar

Johnny J

Series 63, Series 65

Chicago, IL

Atlatl Advisers

Johnny Jones is a financial advisor at Atlatl Advisers with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab in various capacities from 2018 to 2025, as well as at WisdomTree Asset Management and Schroder Investment Management. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses, providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm emphasizes a five-part investment framework and offers specialized services including digital-asset management and outsourced CIO consulting.

Active portfolio management Factor investing / smart beta Family Business Founder/Business Owner Executive Established Professionals Approaching retirement
user avatar

Jasper V

Series 63, Series 65

Madison, WI

Atlatl Advisers

Jasper Vaccaro is a financial advisor at Atlatl Advisers in Madison, WI, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Waukesha State Bank, Heartland Financial, BMO Harris Financial Advisors, and M&I Brokerage Services. Atlatl Advisers serves individual and institutional clients, offering financial planning, consulting, and investment management with a focus on integrating comprehensive wealth management and a structured investment approach. The firm uses a diversified strategy that includes mutual funds, ETFs, independent managers, and alternative investments, and also provides specialized services such as digital-asset management and outsourced CIO consulting.

Active portfolio management Factor investing / smart beta Family Business Founder/Business Owner Executive Established Professionals Approaching retirement
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