Bradley Rooks
Rooks Wealth Advisors · Chattanooga, Tennessee
Bradley Rooks is a fee-only financial advisor at Rooks Wealth Advisors in Chattanooga, Tennessee. Rooks Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rooks Wealth Advisors |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $69M across 119 accounts |
| SEC registration | Investment adviser representative in GA, TN · CRD 5882475 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | rookswa.com |
How Bradley's firm compares
- Rooks Wealth Advisors's average account is about $580,000, from its Form ADV (assets managed divided by 119 accounts).
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Questions about Bradley
Is Bradley Rooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Rooks Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradley charge for financial advice?
Bradley's firm, Rooks Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradley Rooks based?
Bradley Rooks is based in Chattanooga, Tennessee.
Is Bradley Rooks registered with the SEC?
Yes. Bradley Rooks is registered as an investment adviser representative in GA and TN (CRD 5882475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Rooks Wealth Advisors manage?
Rooks Wealth Advisors reports $69M across 119 accounts in assets under management.
How do I contact Bradley Rooks?
Through Bradley's website, rookswa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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