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Barrington Gist

Heritage Private Wealth
13 Years of Experience
Nashville, TN
2 Disclosures
View SEC Summary
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Barrington Gist is a registered investment advisor at Heritage Private Wealth, based in Nashville, TN, with 13 years of industry experience. Barrington operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 79 clients with $14M in assets under management.

Heritage Private Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
79 clients
Average Client Portfolio
$180K average
Assets Under Management
$14.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Fees are negotiable based on total relationship size, householding, or other circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 11th Ave N, Suite 325, Nashville, TN, 37203

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2026
Final
Employment Separation After Allegations
August 2023
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Heritage Private Wealth
October 2023 - Present · 3 yrs
Previous Registrations
LPL Financial LLC
April 2021 - September 2023 · 2 yrs 5 mos
LPL Financial LLCBroker
April 2021 - September 2023 · 2 yrs 5 mos
Morgan Stanley
June 2013 - April 2021 · 7 yrs 10 mos
Morgan StanleyBroker
April 2013 - April 2021 · 8 yrs
State Registrations1 state
TN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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