Paladin Research Report For:
David Fountain
Financial Consultants Group
About David Fountain
David brings more than 26 years of professional financial planning and investment management experience. He earned a Bachelors of Science degree from Palm Beach Atlantic University in Florida. In 2000, David earned the Certified Financial Planner (CFP®) designation from the College of Financial Planning in Colorado.
David is a firm believer in the principles and biblically based curriculum that Dave Ramsey has developed for managing money. He is a graduate of The Legacy Journey by Dave Ramsey and has taught financial literacy classes at his church. Early in Davids career, he was a member of a well-established financial planning firm in his hometown of West Palm Beach, Florida. He gained invaluable experience while working on comprehensive financial plans for wealthy families. As an expert in Retirement Analysis and Asset Management, he is focused on creating tailored solutions for his clients. David is passionate about his profession and appreciates the opportunity to help individuals and families realize their dreams.
While not on the job, David really enjoys involvement in the community, the outdoors and seeing the world that God has provided for us, especially with his family! His daughter Ashley graduated from Wake Forest University in North Carolina and Megan is a Sophomore at Liberty University in Virginia. David is currently serving on the board of directors for The Place of Forsyth. He has written several articles for the local newspaper as he explores Forsyth County on his Food Adventures. He has enjoyed the Rotary club, Leadership Forsyth, Jesses House, Abba House, Mentor Me, and Meals by Grace. David loves being a part of Browns Bridge Church; hearing Andy Stanley speak and his involvement with the small groups like Thrive and Moneywise.
General Information
Firm Start Year
- 1993
No. of Employees
- 5-9
CRD#
- 2367858
Firm CRD#
- 2367858
Name of Custodial Firm
- Trust Company of America
States Licensed in
- Registered in GA, FL, LA, TX
Years of Experience in Financial Services
- 30
Number of Years with Current Firm
- 16
Work Experience
- OUR SERVICES - We offer a comprehensive range of services, working with you to develop a tailored strategy for your individual needs, which may include investment advice, retirement planning, estate planning, education funding, and more. At Fountain Financial Advisors, and over the past twenty years, we have learned that each individual comes with different circumstances and objectives. We understand the importance of providing flexibility when it comes to solutions, strategies and financial tools that are made available to you.
Work with the following types of clients
- Businesses, Individual Investors
Foreign Languages Serviced
- None
Advisory Services Provided
- Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Tax Advice and Services
Compliance
Registered Investment Advisor
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CFP®
Financial Organization Memberships
- Financial Planning Association (FPA)
Non-Financial Organization Memberships
- Leadership Forsyth Best of Forsyth 2018, 2017 & 2016
Firm Information
Firm's Number of Clients
- 250
Firm's Number of Planning Clients
- 225
Firm's Number of Managed Clients
- 225
Assets Managed by Firm
- 85,000,000
Advisor's Number of Clients
- 225
Advisor's Number of Managed Clients
- 175
Advisor's Number of Planning Clients
- 90
Total Assets Under Management by Advisor
- 100,000,000
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $500,000
Compensation Methods
- Based on Assets, Flat Fee
Fee % Based on Assets
- .95
Additional Details on Charges
- We offer a complimentary initial meeting. Fees are not due until services have been provided and client agrees that value has been provided equal to the amount due. Asset based fees range from .7% to 1.25% annualized. Financial Planning fees range from $0 to $3,500
Minimum Fee Charged for Managed Accounts
- $750
Education
Bachelors of Science -
Palm Beach Atlantic University
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
The information being provided is strictly as a
courtesy. When you link to any of these web-
sites
provided herein, Fountain Financial Advisors
makes
no representation as to the completeness or
accuracy of information provided at these
sites.
Nor is the company liable for any direct or
indirect technical or system issues or any
consequences arising out of your access to or
your
use of third-party technologies, sites,
information and programs made available through
this site.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1881172/paladinregistry-Financial-Consultants-Group-detailed-disclosure.html
Disclaimer
Financial Consultants Group, Inc. DBA Fountain Financial Advisors is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise state, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Paladin Advisors