Bret Tackett
Tackett Wealth Management · Cary, North Carolina
Bret Tackett is a fee-only financial advisor at Tackett Wealth Management in Cary, North Carolina, who holds the CFP credential. Tackett Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tackett Wealth Management |
|---|---|
| Based in | Cary, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $66.6M across 153 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC, TX · CRD 4464063 |
| Exams passed | Series 63 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tackettwealth.com |
| Profile |
How Bret's firm compares
- Tackett Wealth Management's average account is about $435,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Bret
Is Bret Tackett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bret holds no broker registration, and Tackett Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bret charge for financial advice?
Bret's firm, Tackett Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bret Tackett based?
Bret Tackett is based in Cary, North Carolina.
What credentials does Bret Tackett hold?
Bret Tackett holds the CFP credential.
Is Bret Tackett registered with the SEC?
Yes. Bret Tackett is registered as an investment adviser representative in FL, NC and TX (CRD 4464063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tackett Wealth Management manage?
Tackett Wealth Management reports $66.6M across 153 accounts in assets under management.
How do I contact Bret Tackett?
Through Bret's website, www.tackettwealth.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
- 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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