William White
Rooks Wealth Advisors · Chattanooga, Tennessee
William White 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 7963847 |
| Exams passed | Series 63 (2024) · Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rookswa.com |
How William'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 William
Is William White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Rooks Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William White based?
William White is based in Chattanooga, Tennessee.
Is William White registered with the SEC?
Yes. William White is registered as an investment adviser representative in GA and TN (CRD 7963847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rooks Wealth Advisors manage?
Rooks Wealth Advisors reports $69M across 119 accounts in assets under management.
How do I contact William White?
Through William'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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