# Barrington Gist

> Barrington Gist is a fee-only financial advisor at Heritage Private Wealth in Nashville, Tennessee. Barrington focuses on family wealth transfer. Heritage Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/barrington-gist/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Heritage Private Wealth
- **Based in:** Nashville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $14.2M across 168 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Founders, Executives, Multi-generational families
- **CRD:** 6178480 (https://adviserinfo.sec.gov/individual/summary/6178480)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 66 (2013)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.heritagepvtwealth.com

## Frequently asked questions

### Is Barrington Gist a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Barrington holds no broker registration, and Heritage Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Barrington charge for financial advice?

Barrington's firm, Heritage Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Barrington Gist based?

Barrington Gist is based in Nashville, Tennessee.

### What does Barrington specialize in?

Barrington's specialties include family wealth transfer. Barrington works with founders, executives and multi-generational families.

### Is Barrington Gist registered with the SEC?

Yes. Barrington Gist is registered as an investment adviser representative in TN (CRD 6178480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Heritage Private Wealth manage?

Heritage Private Wealth reports $14.2M across 168 accounts in assets under management.

### How do I contact Barrington Gist?

Through Barrington's website, www.heritagepvtwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6178480): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.heritagepvtwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.