Caitlin Price
Tactical Wealth Partners · Swansboro, North Carolina
Caitlin Price is a fee-only financial advisor at Tactical Wealth Partners in Swansboro, North Carolina, who holds the CFP credential. Caitlin charges an ongoing planning fee and focuses on student loans.
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Specialties
Facts
| Firm | Tactical Wealth Partners |
|---|---|
| Based in | Swansboro, North Carolina |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $13.2M across 350 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IN · CRD 7260742 |
| Exams passed | Series 66 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tacticalwealthpartners.com |
| Profile |
How Caitlin's firm compares
- Tactical Wealth Partners's average account is about $38,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Caitlin
Is Caitlin Price a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caitlin holds no broker registration, and Tactical Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caitlin charge for financial advice?
Caitlin charges an ongoing planning fee.
Does Caitlin work with clients virtually?
Yes. Tactical Wealth Partners says on its website that it works with clients remotely.
Where is Caitlin Price based?
Caitlin Price is based in Swansboro, North Carolina.
What does Caitlin specialize in?
Caitlin's specialties include student loans.
What credentials does Caitlin Price hold?
Caitlin Price holds the CFP credential.
Is Caitlin Price registered with the SEC?
Yes. Caitlin Price is registered as an investment adviser representative in CA and IN (CRD 7260742), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tactical Wealth Partners manage?
Tactical Wealth Partners reports $13.2M across 350 accounts in assets under management.
How do I contact Caitlin Price?
Through Caitlin's website, www.tacticalwealthpartners.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
- Tactical Wealth Partners 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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