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ATLATL Advisers

Updated today

Client assets under management

$339,714,315

Clients

260

39% high-net worth

Advisors

6

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

43

Low

Average account size

$1,306,594

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

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 location

ATLATL Advisers

2921 Landmark Place, Ste 501

Madison WI 53713, United States

Number of offices

1

Most active in

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

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® with 10 years of industry experience, currently serving as a financial advisor at Atlatl Advisers. He previously worked at Ameriprise Financial Services, UBS Financial Services, and Robert W. Baird. Ross is based in Madison, WI, and holds the Series 66 designation. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses, providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment process incorporates individualized plans, risk-tolerance assessments, and diversified asset allocation strategies, including digital-asset and cryptocurrency portfolio management with regulated custodians and a documented selection process.

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 18 years of experience in the financial services industry. She is currently with Atlatl Advisers, having previously worked at Ameriprise Financial Services and UBS Financial Services. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses with financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment approach integrates individualized financial plans with risk-tolerance assessments and employs a combination of in-house, systematic, and external portfolio management strategies, including digital-asset and cryptocurrency portfolio management.

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 at Atlatl Advisers with three years of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses, providing financial planning, wealth management, discretionary investment management, and consulting services. The firm uses individualized financial plans and third-party risk-tolerance assessments to construct diversified portfolios, including digital-asset and cryptocurrency management with regulated custodians and a documented suitability process.

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 licenses and has worked at several firms, including IFP and Williams Group, LLC. Outside of her advisory role, she is involved in ERISA consulting through her own firm, Patch Investment Solutions, and serves on the Stewardship Committee for the Sister of Charity of the Blessed Virgin Mary. She also acts as a representative payee managing financial affairs for disabled family members and volunteers as co-chair of the ASPPA Plan Consultant Magazine. Atlatl Advisers serves individuals, retirement plans, trusts, and closely held businesses by providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment approach combines individualized financial plans with third-party risk-tolerance assessments and employs a mix of in-house security selection, systematic equity strategies, and external managers. Atlatl also offers specialized services such as digital-asset and cryptocurrency portfolio management, institutional OCIO services, and retirement-plan fiduciary 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 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab Investment Advisory, Charles Schwab Trust Bank, and WisdomTree Asset Management. ATLATL Advisers serves individuals, retirement plans, trusts, and closely held businesses by providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment process uses individualized financial plans and third-party risk assessments to construct diversified portfolios, including digital-asset management with regulated custodians and a documented selection process.

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 with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Waukesha State Bank dba Prairie Trust, Heartland Financial, Inc., BMO Harris Financial Advisors, Inc., and M&I Brokerage Services, Inc. Outside of his advisory work, he and his spouse manage a short-term rental condo. ATLATL Advisers serves individuals, retirement plans, trusts, and closely held businesses, providing financial planning, wealth management, discretionary investment management, and consulting services. The firm’s investment process incorporates individualized financial plans and third-party risk assessments, utilizing a mix of in-house and external management, and offers specialized services including digital-asset portfolio management and institutional consulting.

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