Firm
Wealth Preservation Advisors
Chattanooga, Tennessee
Fee-only
Facts
| Based in | Chattanooga, Tennessee |
|---|---|
| Website | wpafinancial.com |
| Phone | (423) 486-9400 |
Wealth Preservation Advisors fees
Wealth Preservation Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $592 million |
| Individual clients | 222 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 167518 |