Wealth Preservation Advisors, LLC

Wealth Preservation Advisors, LLC, established in 2013, is a Tennessee-based investment advisory firm dedicated to providing asset management and investment consulting services. As a fiduciary, the firm always acts in the client's best interest, offering services such as Comprehensive Portfolio Management and Retirement Plan Consulting. The firm's investment strategies include long-term purchases, margin transactions, options, and short-term purchases, among others. Wealth Preservation Advisors manages over $513 million on a discretionary basis and $22 million on a non-discretionary basis as of December 31, 2024. For Comprehensive Portfolio Management, fees are up to 2.0% annually, billed quarterly based on account value. Retirement Plan Consulting fees are based on a percentage of plan assets, not exceeding 1.00%. The firm does not charge performance-based fees. Clients include individuals, high net worth individuals, businesses, trusts, estates, and retirement plans. Investment analysis methods include charting, cyclical analysis, fundamental analysis, and technical analysis. The firm does not accept proxy authority to vote client securities. Wealth Preservation Advisors does not have custody of client assets and does not require prepayment exceeding $1,200. The firm has no material changes since March 18, 2025, and no disciplinary events to report.