Robert W. Baird &
44yrs
Top advisor by experience in Cookeville
7yrs
Anthony Wright
Full name on record: Anthony Aaron Wright
Financial advisor at Foundations Investment Advisors
Anthony Wright has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Cookeville, Tennessee. Anthony has been with Foundations Investment Advisors since 2026; before that, Anthony spent less than a year at Creekmur Asset Management and three years at Retirement Specialty Group. Foundations Investment Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 73 advisors with offices in Cookeville, and one of 66 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office655 S Jefferson Ave, Cookeville, TN 38501
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$340,025
Advisors at the firm294
States licensed ?1 state
Services through Foundations Investment Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowFoundations Investment Advisors LLCCurrent firm
- May 2024 – Sep 2024Creekmur Asset Management, LLCPreviously
- 2021 – 2024Retirement Specialty Group, Inc.Previously
- Jan 2021 – Sep 2021Optivise Advisory Services LLCPreviously
- Jan 2020 – Dec 2020Optivise Advisory Services LLCPreviously
Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Foundations Investment Advisors at 480-626-2979 and ask for Anthony Wright. Anthony works from the Cookeville, TN office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Anthony hold?
Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Foundations Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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