Brett F. Anderson

FOUNTAINHEAD WEALTH PLANNING

EASLEY, SC

CRD#: 5497060

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Professional summary

Brett F Anderson, CFP®, CIMA®, who also goes by Brett Franklin Anderson, is a registered financial advisor currently at FOUNTAINHEAD WEALTH PLANNING located in Easley, South Carolina.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brett has worked at 14 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Franklin Anderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett F Anderson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 13, 2026 - Present

FOUNTAINHEAD WEALTH PLANNING

RIA

CRD#: 339498

EASLEY, SC

Past

May 19, 2025 - October 14, 2025

RESOLUTE CAPITAL, LLC

RIA

CRD#: 304558

GREENVILLE, SC

Past

July 15, 2022 - June 9, 2023

MORGAN STANLEY

RIA

CRD#: 149777

Atlanta, GA

Past

July 15, 2022 - June 9, 2023

MORGAN STANLEY

CRD#: 149777

Atlanta, GA

Past

May 20, 2022 - June 9, 2023

HARRISDIRECT LLC

RIA

CRD#: 42159

Atlanta, GA

Past

May 12, 2022 - June 9, 2023

E*TRADE SECURITIES LLC

CRD#: 29106

Atlanta, GA

Past

August 10, 2021 - February 7, 2022

FOSTER VICTOR

RIA

CRD#: 283656

GREENVILLE, SC

Past

June 26, 2018 - August 3, 2021

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

May 9, 2016 - June 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MARIETTA, GA

Past

March 22, 2016 - June 1, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

Past

September 21, 2015 - December 7, 2015

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

ALPHARETTA, GA

Past

September 19, 2013 - July 27, 2015

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

ATLANTA, GA

Past

September 13, 2013 - July 27, 2015

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

ATLANTA, GA

Past

April 4, 2013 - September 12, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

ALPHARETTA, GA

Past

April 4, 2013 - September 12, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

ALPHARETTA, GA

Past

April 4, 2013 - September 12, 2013

TD AMERITRADE, INC.

CRD#: 7870

ALPHARETTA, GA

Past

March 4, 2011 - March 6, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ALPHARETTA, GA

Past

June 2, 2010 - March 5, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ALPHARETTA, GA

Past

March 28, 2008 - May 14, 2010

E*TRADE SECURITIES LLC

CRD#: 29106

ALPHARETTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/17/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/19/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 8/27/2009

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/27/2008

General Securities Representative Examination

Current Firm

FOUNTAINHEAD WEALTH PLANNING

FOUNTAINHEAD RIA LLC | FOUNTAINHEADRIA LLC | FOUNTAINHEAD WEALTH PLANNING

CRD#: 339498 / SEC#:

South Carolina

Registered Investment Advisory firm - (2/28/2026 Approved)

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Contact information

Main Address

Easley, SC

Mailing Address

Phone number

(864) 790-3385

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Brett F. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett F Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESOLUTE CAPITAL, LLC

MORGAN STANLEY

MORGAN STANLEY

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

FOSTER VICTOR

FISHER INVESTMENTS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MERCER GLOBAL ADVISORS INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

E*TRADE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/17/2022

Series 65

Date: 1/19/2011

Series 7TO

Date: 5/12/2022

SIE

Date: 6/1/2018

Series 55

Date: 8/27/2009

Series 7

Date: 3/27/2008

Current Firm

FOUNTAINHEAD WEALTH PLANNING

Contact information

Documents

Red Flags

Company Information

FOUNTAINHEAD WEALTH PLANNING

TRUST BUT VERIFY

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