Tackett Wealth Management, LLC is an independent, fee-only fiduciary Registered Investment Adviser located on West Venice Avenue in downtown Venice, Sarasota County, Florida. Founded in 2009 and led by Managing Principal Bret Rodrick Tackett, MS, CFP®—who holds a Master of Science in Personal Financial Planning alongside his Certified Financial Planner™ certification—and Principal Erin E. Tackett, the firm provides commission-free retirement income planning, evidence-based investment management, and tax-smart withdrawal strategies to retirees and snowbirds across Venice Island, Nokomis, Osprey, Englewood, and North Port.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Tackett Wealth Management, LLC); SEC IAPD Individual Profile (Bret Rodrick Tackett, MS, CFP®); Tackett Wealth Management Official Website
Issuer: State of Florida Office of Financial Regulation / SEC IAPD
Notes: Tackett Wealth Management, LLC (Firm CRD #149056) is an independent, fee-only fiduciary Registered Investment Adviser established in 2009 with its Venice office at 304 W Venice Ave, Ste 218, Venice, FL 34285.
Issuer: Certified Financial Planner Board of Standards / SEC IAPD
Notes: Founded and led by Managing Principal Bret Rodrick Tackett, MS, CFP® (Individual CRD #4464063), who holds a Master of Science in Financial Planning and active CFP® certification with zero regulatory disclosures.
Factual details and direct answers about Tackett Wealth Management, LLC's services, licensing, and credentials.
Is Tackett Wealth Management in Venice a fee-only fiduciary advisor?
Yes. Tackett Wealth Management, LLC (Firm CRD #149056) operates strictly as a fee-only fiduciary Registered Investment Adviser, meaning the firm never sells commissioned insurance or brokerage products.
What qualifications does founder Bret Tackett hold?
Founder and Managing Principal Bret R. Tackett, MS, CFP® (CRD #4464063) holds both a Master of Science degree in Personal Financial Planning and the Certified Financial Planner™ certification, advising retirees since 2001.
Where is Tackett Wealth Management located in Venice?
The firm's Venice office is located in historic downtown Venice Island at 304 West Venice Avenue, Suite 218, Venice, Florida 34285.
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