Tackett Wealth Management, LLC
Tackett Wealth Management, LLC (CRD# 149056) is a financial advisory firm headquartered in Venice, FL. They manage $37,685,495 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$724,721
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Bret Tackett (CRD# 4464063) is an Investment Advisor Representative working at Tackett Wealth Management, LLC in Venice, FL and has over 15 years of experience in the finance industry. Bret Tackett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erin Tackett (CRD# 5440385) is an Investment Advisor Representative working at Tackett Wealth Management, LLC in Venice, FL and has over 7 years of experience in the finance industry.