A complete list of active advisors currently associated with Fountainhead Wealth Planning

Warmer can help you find a great advisor at Fountainhead Wealth Planning or one who fits your needs even better.

Fountainhead Wealth Planning is a state-registered independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning and consulting services. The firm offers managed accounts and separate financial planning engagements, generally delivered on a fixed-fee or hourly basis, and reports that it was formed in early 2026 and currently has no assets under management or clients. The firm tailors advice to each client’s objectives, time horizon, and risk tolerance and is not restricted to a single investment style, drawing from asset-allocation frameworks as well as techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading where appropriate. Fountainhead may exercise discretionary authority when authorized, conducts at least quarterly account reviews, allows clients to impose written investment restrictions, and recommends custody with Charles Schwab for execution and reporting. Noteworthy distinctions in the brochure include that Fountainhead states there is no account minimum, potentially increasing accessibility for smaller investors, and discloses that the principal also holds a state insurance license and may offer commissionable insurance products (up to 30% of their time), a potential conflict of interest the firm describes and addresses. The firm also explicitly notes that some third-party service providers it uses incorporate artificial intelligence and machine learning and describes periodic due diligence to mitigate related data and security risks.

To learn more about the advisors currently working at Fountainhead Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brett Anderson	Clemson, SC	15

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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