BB
BB

Brett Landon Baker

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

302 Abbey Court, Alpharetta, GA, 30004

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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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Other Business ActivitiesSells Insurance

Brett is involved with Stearns Retirement Group, dedicating about 10% of his time to fixed insurance and life insurance sales and nearly full-time hours to client acquisition for investment advisory services. He also uses Retirement Income Source, LLC for marketing investment advisory and fixed insurance services, but this takes no time.

Employment History
Current Registrations
Sound Income Strategies, LLC
March 2025 - Present · 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - February 2025 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2020 - February 2025 · 4 yrs 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.