Brett Anderson
CRPC®
EP Wealth Advisors
Regional Director/Partner
Brett Anderson
CRPC®
EP Wealth Advisors
Regional Director/Partner
Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Brett Anderson, CRPC®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Brett Anderson is a Dallas, TX fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Brett Anderson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Since 1992, Brett Anderson has managed the wealth and resources for families, business owners, and foundations across the US. After beginning his career with Charles Schwab & Co., in Dallas, he helped launch a Schwab office in Santa Fe, NM. Brett later returned to his hometown of Dallas, where he joined Merrill Lynch as a pioneer in the area of fee-based wealth management. Brett went on to serve as Vice President for True North Advisors, LLC, where he managed nearly $100 million in client assets. Brett partnered with International Research in 2007 to manage and develop both new and existing client relationships, as well as to lead the firm into its next chapter of growth. Brett has achieved the Chartered Retirement Planning Counselor (CRPC®) designation through the College for Financial Planning. He enjoys spending time managing their family ranch in Central Texas, and traveling with his wife, Heather, and their five children – each of whom attend college in a different state. Brett is active in the Park Cities YMCA, and Heroes and Horses of Manhattan, Montana.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
Working Together
- 80+ CFP® and CFA Professionals
- 31 Offices Nationwide
- Virtual Meetings
- Clearly Defined Fees
Professional Designations & Affiliations
-
Brett Anderson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Brett Anderson is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
-
Brett Anderson is Quoted in Investor's Business Daily: "Advisors Prepare For A Smooth Transition Before Selling Their Firm"
-
EP Wealth - Awards and Recognition
-
Brett Anderson is Quoted on Business Wire: "EP Wealth Advisors Acquires International Research & Asset Management, Inc."
-
Brett Anderson is Featured on WealthManagement.com: "EP Wealth Advisors Adds International Research & Asset Management"
-
Brett Anderson is Quoted on Business Wire: "Brett Anderson, CRPC®, Named to “Best Wealth Managers List”"
-
Brett Anderson is Quoted in Citywire: "The acquisition of International Research & Asset Management is EP Wealth's second of the year."
Contact Brett Anderson
Office Locations:
-
2301 Cedar Springs
Suite 150
Dallas, TX 75201
