Gene Rice
Wealth Preservation Advisors · Chattanooga, Tennessee
Gene Rice is a fee-only financial advisor at Wealth Preservation Advisors in Chattanooga, Tennessee. Gene focuses on small business owners, equity compensation and estate & legacy planning. Wealth Preservation Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Gene →
Specialties
Who they serve
- Founders
- Executives
- Retirees
- Physicians
Facts
| Firm | Wealth Preservation Advisors |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $591.6M across 988 accounts |
| SEC registration | Investment adviser representative in TN · CRD 2944080 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wpafinancial.com |
| Profile |
Request an introduction to Gene
Tell Gene a little about what you're looking for. Gene isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gene
Is Gene Rice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gene holds no broker registration, and Wealth Preservation Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gene charge for financial advice?
Gene's firm, Wealth Preservation Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Gene Rice based?
Gene Rice is based in Chattanooga, Tennessee.
What does Gene specialize in?
Gene's specialties include small business owners, equity compensation and estate & legacy planning. Gene works with founders, executives, retirees and physicians.
Is Gene Rice registered with the SEC?
Yes. Gene Rice is registered as an investment adviser representative in TN (CRD 2944080), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Preservation Advisors manage?
Wealth Preservation Advisors reports $591.6M across 988 accounts in assets under management.
How do I contact Gene Rice?
Through Gene's website, www.wpafinancial.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
- Wealth Preservation Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.