Frequently Asked Questions

How do I know if Lattice Financial is right for me? Feel free to schedule a complimentary consultation to learn more. During this initial call, we’ll discuss your financial planning goals and how Lattice can help you achieve them. We tailor our services specifically to our clients’ individual needs. 

Do you earn commissions? Lattice Financial, LLC is only compensated by our clients. We do not receive any commissions or revenue sharing. This is explained in our Form ADV.

Are you a fiduciary? Yes, we always act as a fiduciary when advising our clients. Our clients can trust us to always act in their best interests and to uphold Lattice’s commitment to integrity, transparency, and client service. 

Do you invest in index funds? We primarily utilize index funds to build low-cost portfolios for clients. However, we will consider other investments based on each client’s situation.

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Lattice Financial, LLC is an Investment Advisor registered with the State of North Carolina. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.  Please contact us at 704-812-7252 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Lattice Financial with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.LatticeFinancial.net. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.