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They include 222 individual clients and 108 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Preservation Advisors offer?","answer":"Wealth Preservation Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealth Preservation Advisors charge?","answer":"Wealth Preservation Advisors charges up to 1.80% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.","source":"ADV PART 2A - FIRM BROCHURE, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealth Preservation Advisors use?","answer":"Wealth Preservation Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $437M and Raymond James & Associates, Inc. (St. Petersburg, FL), with $142M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Preservation Advisors have?","answer":"Wealth Preservation Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Preservation Advisors invest in?","answer":"At the end of its last fiscal year, Wealth Preservation Advisors’ separately managed accounts held 38% exchange-traded equities, 30% registered funds (mutual funds, ETFs, BDCs), 23% pooled vehicles (private funds and similar), 6% cash and equivalents and 3% other. The 3% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealth Preservation Advisors?","answer":"Wealth Preservation Advisors is owned through a holding company by Gene Rice. Its direct owner is HTP Enterprises, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Preservation Advisors get paid?","answer":"Wealth Preservation Advisors is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}