Tackett Wealth Management, LLC

Tackett Wealth Management is an independent, fee‑only registered investment adviser with two advisors managing approximately $66.6 million across about 48 client relationships. The firm provides integrated wealth management, ongoing discretionary portfolio management (Investment Supervisory Services), and one‑time financial planning engagements.

Its investment approach is disciplined and evidence‑based, emphasizing global diversification, long‑term strategic asset allocation, and tax‑aware implementation; the firm cites academic frameworks (including Fama‑French research) and leverages resources from Dimensional Fund Advisors to inform portfolio construction. Portfolios are typically managed on a discretionary basis and supported by client tools such as the Tackett Planning Portal and Tackett Portfolio Portal, Monte Carlo projections, and periodic reviews rather than market timing.

Distinctive features include relatively high stated relationship minimums ($2 million for integrated services and $1 million for portfolio management) and a small client roster relative to assets under management, suggesting a focus on larger accounts. The brochure also notes that the firm generally does not recommend cryptocurrencies, does not routinely aggregate block trades for tax‑lot control, and discloses a 2015 consent agreement with a $5,000 administrative fine for late state filings.