Patrick Adams
Advisor at Terra Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Terra Wealth
Location
Murfreesboro, TN
Credentials
Series 63, Series 65
Industry experience
3 years
About
Patrick Adams is a financial advisor at Terra Wealth with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Terra Wealth Management and several other firms, including Pixelflex, LLC, where he is involved in LED manufacturing and sales engineering. Terra Wealth provides holistic financial planning and investment advisory services to individuals, family offices, trusts, and qualified retirement plans. The firm manages nearly $400 million in discretionary assets and employs customized portfolios using mutual funds, ETFs, annuities, and external managers, with oversight from an investment committee and regular client reviews.
Client services
Based on Terra Wealth
Financial planning
Portfolio management
Selection of other advisers
Fee options
Flat fees for financial planning services agreed upon in writing.
Up to 2.00%, negotiable based on client and services
Certain advisory persons are registered representatives earning commissions on securities transactions separate from advisory fees.
Financial planning and consulting hourly rates generally range from $250 to $500 per hour, negotiable.
Account minimum: $50,000 (may be waived or reduced at the sole discretion of the Advisor) Fee-only: Annual advisory fee based on assets under management, average daily balance, or flat dollar fee; financial planning may be included or charged separately.
Location
Murfreesboro, TN
Most active in
Patrick A has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
Pixelflex, LLC
2023 - Present (3 years)
Terra Wealth Management, LLC
2022 - Present (4 years)
Primerica Advisors
2022 - 2022 (1 year)
Primerica Financial Services
2022 - 2022 (1 year)
M3 Technology Group
2017 - 2023 (6 years)
Logan Media Services
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jason T
ChFC®, Series 63
Murfreesboro, TN
Jason Tate Financial Consulting, LLC
Larry C
Series 63
Murfreesboro, TN
Retirement Capital Management, LLC
Paul B
Series 65
Murfreesboro, TN
Clearstone Wealth Management, LLC
Brice J
Series 63, Series 65, Series 66
Smyrna, TN
Jennings Investment Group, Inc.
Blake C
Series 63, Series 65
Nolensville, TN
SMEAC Financial, LLC
William M
Series 66
Nolensville, TN
Retirement Planning Solutions, LLC
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