# Patrick Peters

> Patrick Peters is a fee-only financial advisor at Wealth Preservation Advisors in Chattanooga, Tennessee. Patrick focuses on small business owners, equity compensation and estate & legacy planning. Wealth Preservation Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-peters/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Preservation Advisors
- **Based in:** Chattanooga, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $591.6M across 988 accounts
- **Specialties:** Small business owners, Equity compensation, Estate & legacy planning
- **Works with:** Founders, Executives, Retirees, Physicians
- **CRD:** 6508262 (https://adviserinfo.sec.gov/individual/summary/6508262)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 63 (2016), Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.wpafinancial.com

## Frequently asked questions

### Is Patrick Peters a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick 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 Patrick charge for financial advice?

Patrick's firm, Wealth Preservation Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Patrick Peters based?

Patrick Peters is based in Chattanooga, Tennessee.

### What does Patrick specialize in?

Patrick's specialties include small business owners, equity compensation and estate & legacy planning. Patrick works with founders, executives, retirees and physicians.

### Is Patrick Peters registered with the SEC?

Yes. Patrick Peters is registered as an investment adviser representative in TN (CRD 6508262), 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 Patrick Peters?

Through Patrick's website, www.wpafinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6508262): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wpafinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.