Tackett Wealth Management, LLC fees and pricing
Financial planner in Cary, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Tackett Wealth Management, LLC charges a flat or project fee of $1,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$15,000
“Fees for stand-alone financial planning engagements typically range from $1,000 to $15,000, depending on the complexity of the engagement and the scope of services requested.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tackett Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “When the account setup and/or transfer process is unusually complex, the firm will discuss the anticipated scope and cost with the client in advance and obtain written consent prior to assessing any such fee.”
- “Deduction Investment Supervisory Services fees and Integrated Wealth Management Services fees are typically charged quarterly in advance and are generally deducted directly from client accounts with written authorization.”
- “The firm may also consider requests to have advisory fees billed directly to the client rather than deducted from the client’s account.”
How Tackett Wealth Management, LLC’s fees compare
- Its flat or project fee of $1,000-$15,000 spans the North Carolina median of $4,800. 74% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 10 of the 13 other planners in Cary that publish a flat or project fee charge less.
About Tackett Wealth Management, LLC
“Tackett Wealth Management provides wealth management services to individuals, families, and institutions. Offered Tackett Wealth Management provides wealth management services to clients based on the scope of services requested and the nature of the advisory relationship.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
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
- 1.2% a year
- Minimum
- $2,000,000 in assets (stated in brochure)
- Clients
- 48
- Employees
- 3
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $66,617,446
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149056
- Phone
- (919) 650-6393
Can advise clients in 2 states: Florida, North Carolina
Other planners in Cary that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- Artifex Advisory Group, Inc.Cary$200/hr, $1,000-$5,000
- Awaken Financial Designs LLCCary$250/hr, $2,000-$5,000
- Brodie Wealth ManagementCaryUp to $25,000, $500-$12,500/qtr
- Cary Financial Planning, LLCCary$1,000-$50,000, $1,000-$50,000/yr
- Comperio Retirement Consulting, Inc.Cary$200-$350/hr, $1,000-$3,000
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.