Tack Wealth fees and pricing
Financial planner in Burlington, Vermont. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Tack Wealth charges an annual fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000-$5,000/yr
“Tiers: ● Essential Tier: $2,000 per year (entry-level planning & investment guidance) ● Standard Tier: $5,000 per year (ongoing planning, investment management, tax coordination) Note:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tack Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Flat-fee engagements may be billed quarterly and cover financial planning, investment evaluation and/or portfolio review, and other related advisory services.”
- “Investment management fees are assessed and payable quarterly based on the average daily account balance during the prior quarter.”
- “Investment management fees are billed on a quarterly basis and based upon the ending market value of the assets on the last business day of the previous quarter.”
About Tack Wealth
“Tack Wealth provides solutions to concentrated investment positions, oversight of clients’ retirement funds, and assists clients with balancing risk among their various investment and non-retirement accounts.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338489
- Phone
- (802) 488-4204
Other planners in Burlington that publish fees
- Blue Slate Investment ManagementBurlington$250/hr
- Elephant Corner FinancialBurlington$350/hr, $150-$1,000/mo
- Hanson & Doremus Investment ManagementBurlington$300/hr
- Oak Maple Finance, LLCBurlington$400/hr, $1,250-$7,500
- One Day in July LLCBurlington$1,200/yr
- Shipwright AdvisorsBurlington$1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.