Rooks Wealth Advisors, LLC fees and pricing

Financial planner in Chattanooga, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 16, 2026, Rooks Wealth Advisors, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Standalone financial planning services are charged either at an hourly rate of $250 per hour or for a flat fee, depending on the nature, complexity, and anticipated scope of the engagement.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fee rates may be negotiable under certain circumstances and will be determined on a case-by-case basis.”
“Additional assets received into the account after it is opened will be charged a pro-rata fee based upon the number of days remaining in the quarter.”
“Fees will be debited from the account in accordance with the client agreement and are normally billed within the first two weeks after each successive calendar quarter.”

Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.
5 of the 14 other planners in Chattanooga that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 60
Employees: 2
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $69,000,000
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 316013
Website: rookswa.com (opens in new tab)
Phone: (423) 690-8090

Can advise clients in 2 states: Georgia, Tennessee

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.