Lauren Patterson is a CFP-designated registered investment advisor at Alders Financial Solutions, based in Novato, CA, with 14 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at a fixed fee ranging from $3,500 to $30,000, based on the complexity of assets, number of areas analyzed, and depth of analysis required.
- Services may also be charged on an hourly basis at a rate of $350 - $375 per hour.
Location
1701 Novato Blvd, Suite 304, Novato, CA, 94947
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lauren provides administrative services through Alders Financial Solutions, an independent investment advisor firm, dedicating full-time hours to this activity. She also uses Alders Financial Solutions as a DBA for her LPL business, spending full-time hours on this as well.
Employment History
Current Registrations
Alders Financial Solutions
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Alders Financial Solutions
Financial Connections Group, INC.
Polaris Greystone Financial Group, LLC
Titus Wealth Management
LPL Financial LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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