Patrick Peters
Wealth Preservation Advisors · Chattanooga, Tennessee
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.
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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 6508262 |
| Exams passed | Series 63 (2016) · Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wpafinancial.com |
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Questions about Patrick
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.
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.
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