A complete list of active advisors currently associated with Lattice Financial, LLC

Warmer can help you find a great advisor at Lattice Financial, LLC or one who fits your needs even better.

Lattice Financial, LLC is a fee-only investment adviser registered in North Carolina that provides ongoing, personalized investment management and financial planning services to individuals and high-net-worth clients, and also works with charitable organizations. The firm additionally offers project-based financial plans and occasional educational seminars covering topics such as retirement, tax planning, estate considerations, and cash-flow analysis. Investment programs are implemented from client-specific investment policy statements and asset-allocation targets, with a mix of systematic (passive) and active management and fundamental analysis for individual securities. Accounts are reviewed at least quarterly and managed with discretionary authority under executed advisory agreements; the firm may employ tax-loss harvesting and uses a range of instruments including mutual funds, ETFs, municipal and corporate bonds, interval funds, and insurance-linked securities when appropriate. Compared with many peers, the firm’s brochure discloses that it provides portfolio management services to institutional-type clients and to charitable organizations, a client mix that is relatively uncommon for independent advisers of this size. The firm also emphasizes a fee-only compensation model with no outside product commissions and notes that its lead advisor holds CFP certification and advanced legal/economic education, which the brochure cites as supporting its written planning process and fiduciary disclosures.

To learn more about the advisors currently working at Lattice Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Seth Mullikin	Charlotte, NC	8

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