Fiduciary Commitment

Tackett Wealth Management operates as a fee-only fiduciary firm. Our obligation is to always act in our clients’ best interests.

Our fiduciary duty does not change based on the services we provide. Advice is delivered within a consistent framework, without the need to shift between different standards of care.

What This Means

As a fiduciary, we are required to place our clients’ interests first in all aspects of the advisory relationship. This includes investment decisions, planning recommendations, and ongoing guidance.

Our structure is designed to support that obligation in practice, not just in definition. Advice remains objective, and potential conflicts are addressed with transparency and care.

How We Are Compensated

Clients compensate the firm directly for advisory services. We operate as a fee-only firm, meaning our compensation comes solely from the clients we serve.

We do not receive commissions, sell investment products, or accept compensation from third parties. No investment company, custodian, or other provider pays us to recommend specific products or strategies.

This structure allows recommendations to remain focused on the client, without influence from external incentives.

Independence

Tackett Wealth Management is an independent firm. We are not affiliated with a bank, brokerage firm, or investment company, and we do not offer proprietary products.

Investment decisions are made based on client objectives and long-term considerations, without influence from product providers or platform constraints.

Independence supports the ability to evaluate options objectively and implement decisions with flexibility and discipline.

Custody of Assets

Client assets are held with an independent qualified custodian, typically Charles Schwab. This provides a clear separation between asset custody and investment advice.

Clients receive account statements directly from the custodian and maintain full access to their accounts. The firm also provides periodic reports, offering an additional layer of visibility.

This structure allows for independent verification of account activity and balances.

Additional Information

Additional details regarding our services, fees, and business practices are available in our Form ADV, which is provided to clients and available upon request.