Tackett Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$65,064,005
Clients
48
Advisors
2
of 3 employees
About
Tackett Wealth Management is an independent, fee‑only registered investment adviser with two advisors managing approximately $66.6 million across about 48 client relationships. The firm provides integrated wealth management, ongoing discretionary portfolio management (Investment Supervisory Services), and one‑time financial planning engagements.
Its investment approach is disciplined and evidence‑based, emphasizing global diversification, long‑term strategic asset allocation, and tax‑aware implementation; the firm cites academic frameworks (including Fama‑French research) and leverages resources from Dimensional Fund Advisors to inform portfolio construction. Portfolios are typically managed on a discretionary basis and supported by client tools such as the Tackett Planning Portal and Tackett Portfolio Portal, Monte Carlo projections, and periodic reviews rather than market timing.
Distinctive features include relatively high stated relationship minimums ($2 million for integrated services and $1 million for portfolio management) and a small client roster relative to assets under management, suggesting a focus on larger accounts. The brochure also notes that the firm generally does not recommend cryptocurrencies, does not routinely aggregate block trades for tax‑lot control, and discloses a 2015 consent agreement with a $5,000 administrative fine for late state filings.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.20% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.55%
Account minimum: $1,000,000 Fee-only: Fee-only, no commissions or 12b-1 fees
Main office
2500 Regency Parkway
Cary NC 27518
Advisors at this office
2
Most active in
Florida · North Carolina · Texas
Also doing business as
Name 600 · Tackett Wealth · Tackett Wealth Management · Tackett Wealth Management LLC · Tackett Wealth Management, 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
Quick links
Advisors at this firm
Erin T
Series 65
Cary, NC
Tackett Wealth Management, LLC
Erin Tackett is a financial advisor at Tackett Wealth Management, LLC with 16 years of industry experience. She holds a Series 65 designation and has been with the firm since 2009. Tackett Wealth Management serves primarily retirees and small business owners, managing approximately $62 million in client assets across about 50 relationships. The firm provides investment supervisory services, wealth management, and financial planning using an investment approach grounded in academic research, emphasizing small-cap and value equity exposures, broad diversification, low-cost funds, and tax efficiency.
Bret T
CFP®, Series 63
Cary, NC
Tackett Wealth Management, LLC
Bret Tackett is a CFP® professional with 24 years of industry experience. He has been with Tackett Wealth Management, LLC since 2009, where he is one of two advisors at the firm based in Cary, NC. Tackett Wealth Management provides investment supervisory services, wealth management, and financial planning primarily to select retirees and small business owners. The firm manages approximately $62 million in client assets and employs an investment approach grounded in academic research, emphasizing broad diversification, tax efficiency, and low-cost funds.
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