A complete list of active advisors currently associated with Rooks Wealth Advisors, LLC

Warmer can help you find a great advisor at Rooks Wealth Advisors, LLC or one who fits your needs even better.

Rooks Wealth Advisors is a fee-only registered investment adviser that manages approximately $69 million for about 60 clients and serves individuals (including high-net-worth clients), trusts, corporations, and pension/401(k) plans. The firm offers discretionary investment management, financial planning (core planning included with investment management; standalone and advanced planning available), and retirement plan advisory services. The firm develops portfolios based on each client’s goals, risk tolerance, time horizon and liquidity needs and generally exercises discretionary authority to implement and adjust portfolios. Its investable universe is broad and includes individual equities and bonds, mutual funds and ETFs (including leveraged and inverse ETFs), REITs, commodities, private equity, and the option for margin use, with ongoing monitoring and rebalancing. Distinctive aspects include providing ERISA plan advisory services (commonly as a 3(21) advisor) while operating as a small, two-advisor firm and using a tiered planning model where enhanced ongoing planning may be charged as an additional asset-based fee or provided on an hourly/flat-fee basis. The firm disclosed a March 2026 consent order with the state securities regulator concerning pre-registration signing of client agreements and supervisory failures; the resolution included required continuing education and a monetary penalty.

To learn more about the advisors currently working at Rooks Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Bradley Rooks	Chattanooga, TN	14
William White	Chattanooga, TN	2

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