Patterson Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
20
60% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
10
Average account size
$0
About
Patterson Advisors provides comprehensive financial planning and portfolio analysis primarily to individual clients, including high‑net‑worth individuals as well as trustees and beneficiaries. Its services range from small, one‑time projects to annual investment analysis and in‑depth comprehensive financial plans covering retirement, tax, education, insurance and estate planning.
The firm tailors investment strategies to each client’s risk tolerance and uses goal‑based planning software alongside an asset‑allocation framework drawn from published literature to build broadly diversified portfolios across multiple asset classes. Recommendations emphasize low‑cost, no‑load mutual funds and ETFs available through major custodians, with clients generally executing trades themselves and limited use of a restricted power of attorney for trade execution when requested.
Operationally, Patterson Advisors uses a fee‑for‑service billing model with fees negotiated and billed directly to clients (payment by personal check), does not take custody of client assets, and discloses that it does not provide continuous supervisory AUM management. The firm also sends periodic electronic newsletters to clients and operates with a small, two‑advisor structure serving a limited client base, features that are less common among peers in its category.
Client services
Expertise
Fee options
Fixed annual fees for Investment Analysis Services and Comprehensive Financial Services; start-up fee of $500 for Investment Analysis; Comprehensive Financial Services fees typically $1,500 to $4,500 or more; initial deposits up to $1,200.
$0+: 0.55% Higher portfolio value+: 0.30%
$200 per hour for small, one-time projects.
Fee-only: Hourly fees at $200 per hour; fixed fees for Investment Analysis Services and Comprehensive Financial Services; fees negotiable and based on scope and portfolio complexity.
Main office location
Patterson Advisors
Waterford MI, United States
Number of offices
2
Most active in
Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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