Barrington Gist
Heritage Private Wealth · Nashville, Tennessee
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.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Heritage Private Wealth |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $14.2M across 168 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6178480 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.heritagepvtwealth.com |
How Barrington's firm compares
- Heritage Private Wealth's average account is about $85,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Barrington
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Heritage Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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