Osaic Wealth
46yrs
Top advisor by experience in Southlake
23yrs
Bret Hackett
Financial advisor at Merit Financial Advisors
Bret Hackett has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Southlake, Texas. After three years at LPL Financial and four years at Avantax Advisory Services, Bret joined Merit Financial Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Bret holds the CFP® designation.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors in Texas
Office2625 E. Southlake Blvd. Suite 100, Southlake, TX 76092
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$897,421
Advisors at the firm289
States licensed ?1 state
Services through Merit Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowMerit Financial AdvisorsCurrent firm
- 2018 – 2020LPL Financial LLCPreviously
- 2014 – 2018Avantax Advisory ServicesPreviously
- Sep 2012 – Mar 2014Strategic Advisers LLCPreviously
- Sep 2003 – Mar 2004Equitable Advisors, LLCPreviously
Questions to ask Bret
Tailored to Bret’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Bret
How do I contact Bret?
Call Merit Financial Advisors at 678-867-7050 and ask for Bret Hackett. Bret works from the Southlake, TX office.
How long has Bret been a financial advisor?
Bret has been in the industry since 2003, about 23 years. More experience than 72% of advisors in Texas.
What licenses does Bret hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Bret a fiduciary?
Bret is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bret paid?
Merit Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Bret for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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