Tack Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Tack Wealth provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, and corporate entities, including portfolio construction, oversight of retirement accounts, and strategies for concentrated positions. The firm operates on a fee-only basis and offers standalone planning engagements billed on fixed-fee or hourly terms.
The adviser typically seeks discretionary authority to implement asset allocation and builds portfolios from stocks, bonds, ETFs, mutual funds, cash, and certificates of deposit using fundamental and technical analysis alongside modern portfolio theory. Ongoing oversight is provided through periodic reviews, client-directed customization of holdings, and the intended use of eMoney software to give clients a consolidated view of their financial picture.
Tack Wealth’s use of hourly and tiered flat-fee planning engagements is less common among investment managers that predominantly charge percentage-of-AUM fees. The firm is early stage: its founder maintains a separate law practice (approximately 30 hours per month) and the brochure reports no client assets under management as of its September 2025 filing, factors that may influence its capacity and service model relative to larger peers.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
General retirement planning
Income planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Fixed fee financial planning with tiers: Essential Tier $2,000 per year; Standard Tier $5,000 per year; fees may be adjusted based on complexity and scope.
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.80% $3,000,000+: 0.65%
Hourly financial planning fees charged as agreed per client agreement.
Fee-only: Investment advisory services are fee-only.
Main office location
Tack Wealth
Burlington VT, United States
Number of offices
1
Most active in
Tack Wealth has reported serving >5 clients in these states in the last 12 months.
Vermont
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
-
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.
-
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.
Forms ADV
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