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Anthony Aaron Wright

Advisor at Foundations Investment Advisors LLC — Cookeville, TN

Updated today

Credentials

Series 65

Experience

6 years

Location

Cookeville, TN 38501

Foundations Investment Advisors LLC logo

Foundations Investment Advisors LLC

Multi-team

Total advisors

296

Across 181 offices

Clients per advisor

100 Very High

Avg AUM per client

$340,025 Low

HNW client ratio

20% Typical

About

Anthony Wright is a Series 65 licensed advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and has held prior roles at Creekmur Asset Management, Retirement Specialty Group, and Optivise Advisory Services. Outside of investment advisory, he is also active as an insurance sales agent. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 advisers, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services.

Client services

Based on Foundations Investment Advisors LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Foundations Investment Advisors LLC

Private / alternative investments ESG / Sustainable investing Concentrated stock management

Occupation focus

Based on Foundations Investment Advisors LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning ranging typically from $100 to $5,000, up to $7,500 depending on complexity and services

Percentage

2.00% maximum annually

Project-based

$100-$500 per hour for financial planning services

Other

Account minimum: $5,000 Minimum fee: $50 annual administrative and technology fee applied at the end of January billing cycle to all accounts Fee-only: Financial planning fees charged via fixed or hourly arrangements; hourly fees range from $100-$500 per hour; fixed fees typically range from $100-$5,000, up to $7,500 for expanded services

Location

See office

Cookeville, TN

655 S Jefferson Ave

Cookeville TN 38501

Advisors at this office

1

Most active in

Tennessee

Work history

6 years of industry experience

Foundations Investment Advisors

2024 - Present • 2 years

Phoenix, AZ

Creekmur Asset Management, LLC

2024 - 2024 • 1 year

Morton, IL

Retirement Specialty Group, Inc.

2021 - 2024 • 3 years

Cookeville, TN

Optivise Advisory Services

2020 - 2021 • 1 year

Franklin, TN

Retirement Specialty Group / Self

2013 - Present • 13 years

Sparta, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Dominic E

Series 65

Cookeville, TN

RidgeBrooke Capital Management LLC

Dominic Emord is a financial advisor at RidgeBrooke Capital Management LLC with Series 65 credentials and two years of industry experience. Prior to joining RidgeBrooke, he worked at Oculus Imaging and has been involved with Passio Language Academy since 2020. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment analyses and both long- and short-term approaches, with a notable focus on fee-based management of fixed indexed annuities.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
user avatar

Caleb R

Series 65

Cookeville, TN

Cravens & Company Wealth Management

Caleb Rouse is a financial advisor at Cravens & Company Wealth Management in Cookeville, TN. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Cravens & Company, he has experience working in retail at Lowe's and has held roles in landscaping and education. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, and retirees, offering a range of services including private client, family office, fixed-income, and business consulting. The firm emphasizes a holistic, multi-generational planning approach combined with discretionary investment management and Qualified Plan Fiduciary Services.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
user avatar

Travis G

Series 66

Cookville, TN

Compass Advisory Partners LLC

Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.

Business succession planning
user avatar

Richard H

Series 63, Series 65

Cookeville, TN

RidgeBrooke Capital Management LLC

Richard Hofmann Warner is a financial advisor at RidgeBrooke Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life. Outside of advisory roles, he is involved with Auxilia Training LLC. RidgeBrooke Capital Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment analyses and strategies tailored to client goals, and is noted for its integration of fixed indexed annuity management alongside traditional portfolio services.

Annuities Retirement income strategy Wealth management Tax-loss harvesting General estate planning guidance
user avatar

David S

CFP®, Series 66

Cookeville, TN

Compass Advisory Partners LLC

David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.

Business succession planning
user avatar

Wayne C

Series 63

Cookeville, TN

Cravens & Company Wealth Management

Wayne Cravens is a financial advisor at Cravens & Company Wealth Management with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Osaic Wealth, Inc., Progressive Savings Bank, and FSC Securities Corporation. Outside of advisory work, he is involved in managing a grocery-anchored retail development through his role with 10th Street Capital Partners, LLC. Cravens & Company Wealth Management serves individuals, high-net-worth families, executives, healthcare and legal professionals, retirees, and business entities. The firm offers discretionary investment management, private client and family office programs, and fiduciary services, utilizing a collaborative multi-generational approach that integrates financial, tax, and estate planning with portfolio management.

Wealth management Business exit / sale strategy Retirement income strategy General estate planning guidance Cash flow / budgeting Executive Doctor or Medical Professional Attorney Retired Established Professionals Retired
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