Erin Tackett
Tackett Wealth Management · Cary, North Carolina
Erin Tackett is a fee-only financial advisor at Tackett Wealth Management in Cary, North Carolina. 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 |
| SEC registration | Investment adviser representative in FL, NC · CRD 5440385 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tackettwealth.com |
How Erin'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 Erin
Is Erin Tackett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erin 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 Erin charge for financial advice?
Erin's firm, Tackett Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erin Tackett based?
Erin Tackett is based in Cary, North Carolina.
Is Erin Tackett registered with the SEC?
Yes. Erin Tackett is registered as an investment adviser representative in FL and NC (CRD 5440385), 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 Erin Tackett?
Through Erin'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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