TrueAdvisor
TrueAdvisor
BA
CFP
BA
CFP

Brett Anderson

Fountainhead Wealth Planning
15 Years of Experience
Clemson, SC
View SEC Summary
View SEC Summary

Brett Anderson is a CFP-designated registered investment advisor at Fountainhead Wealth Planning, based in Clemson, SC, with 15 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Fountainhead Wealth Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.60%

Fees are charged monthly in advance based on the market value of assets on the last business day of the previous month. Fountainhead Wealth Planning has sole discretion to negotiate lower fees or waive fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Clemson, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fountainhead Wealth Planning
March 2026 - Present · 7 mos
Previous Registrations
Resolute Capital, LLC
May 2025 - October 2025 · 5 mos
Morgan StanleyBroker
July 2022 - June 2023 · 11 mos
Morgan Stanley
July 2022 - June 2023 · 11 mos
E*trade Capital Management, LLC
May 2022 - June 2023 · 1 yr 1 mo
E*trade Securities LLCBroker
May 2022 - June 2023 · 1 yr 1 mo
Foster Victor Wealth Advisors
August 2021 - February 2022 · 6 mos
Fisher Investments
June 2018 - August 2021 · 3 yrs 2 mos
Strategic Advisers LLC
May 2016 - June 2018 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
March 2016 - June 2018 · 2 yrs 3 mos
Mercer Global Advisors INC.
September 2015 - December 2015 · 3 mos
USAA Financial Planning Services
September 2013 - July 2015 · 1 yr 10 mos
USAA Financial Advisors, INC.Broker
September 2013 - July 2015 · 1 yr 10 mos
Amerivest Investment Management, LLC
April 2013 - September 2013 · 5 mos
TD Ameritrade, INC.
April 2013 - September 2013 · 5 mos
TD Ameritrade, INC.Broker
April 2013 - September 2013 · 5 mos
Strategic Advisers, INC.
March 2011 - March 2013 · 2 yrs
Fidelity Brokerage Services LLCBroker
June 2010 - March 2013 · 2 yrs 9 mos
E*trade Securities LLCBroker
March 2008 - May 2010 · 2 yrs 2 mos
State Registrations1 state
SC
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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