Fountainhead Wealth Planning provides investment advisory and financial planning services to individuals and high-net-worth clients. Founded in 2026 and based in Clemson, South Carolina, the firm is owned by Brett Anderson and Kara Anderson. Fountainhead Wealth Planning tailors its investment strategies to meet each client's specific needs, objectives, risk tolerance, and time horizon. Services include portfolio management, asset allocation, asset review, and ongoing financial planning covering budgeting, retirement, and risk management. The firm generally utilizes Charles Schwab & Co. as custodian for client accounts and has the authority to make trades without asking first on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $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.