ET
CFP
ET
CFP

Erin Tatham

10 Years of Experience
Atlanta, GA

Erin Tatham is a CFP-designated registered investment advisor at Register Financial Advisors, LLC, based in Atlanta, GA, with 10 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 433 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
433 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$488.5M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K - $1.0M1.80%
$1.0M - $2.0M1.50%
$2M+1.50%

Fees are negotiable for accounts above $2,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3500 Lenox Road, Suite 1700, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Erin is involved in several business activities, including real estate investments through Tatham Ventures, ACRE-Clemson, and ACRE-Wall Street, LLC, as well as investments in From the Earth Brewery, FTE Restaurant Group, and 1570 Holcomb Bridge Road, LLC. Erin also serves as a financial consultant for Divorce Resource Center of Georgia and as treasurer for Sweet Apple Parent Teacher Organization, dedicating a few hours per week to each.

Employment History
Current Registrations
Register Financial Advisors, LLC
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Providence Capital Advisors, LLC
May 2018 - March 2020 · 1 yr 10 mos
Meridian Investment Partners
April 2015 - March 2018 · 2 yrs 11 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.