Tack Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Burlington VT
Advisors at this office
1
Most active in
Vermont
Also doing business as
Tack Wealth · Tack Wealth Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
Forms ADV
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