Wesley Price
Wesley Price is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Knoxville, TN, with 32 years of industry experience. Wesley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.
Fee Estimator
Location
306 Prosperity Road, Suite 103, Knoxville, TN, 37923
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wesley will operate under the name Tennessee Prosperity Partners Wealth Management LLC, which is not investment-related. He is also an independent representative with various insurance carriers for fixed insurance products.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Private Client Services, LLC
Woodbury Financial Services, INC.Broker
1717 Capital Management CompanyBroker
Pruco Securities CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Andrea Carpenter, ChFCGeneos Wealth Management, INC.
- Aleen Swofford, ChFCGeneos Wealth Management, INC.
- Kathryn Kavehrad, CFPRoot Financial Partners
- Spencer Hall, CFPRetirement Planning Services
- Erich Geis, CFPAspire Private Wealth Counsel, LLC
- Melissa Boniface, CFPEdward Jones