Paladin Research Report For:
David Fountain
Financial Consultants Group
About David Fountain
Our mission is to provide value to your overall financial
picture. Finances affect every aspect of our lives, so we work
diligently to build a personal relationship with you and to
understand your unique situation. With over 70 years combined
experience, you can feel secure that our team will be able to
provide you with unbiased guidance that adheres to the
fiduciary standard. We walk you through our simplified, yet
detailed, process to develop a customized plan to help you
reach your financial goals. We believe our approach adds a
broader perspective to all we do and provides you with peace
of mind that comes from having a plan and an experienced team
in your corner.
Changing to a career you love?
Retiring early?
Not depending on your kids for support?
Being outrageously generous to those in need?
Financial Freedom is more than just being debt-free and able
to cover your expenses. Its about doing what you want to do.
Let us help you develop a strategy to meet your goals. Having
a plan and working with an advisor can help keep you
accountable and take the emotion out of financial decision
making. With a combined 70+ years of experience, we have seen
market swings and helped clients through family crises. We
would love to partner with you to help you leave a legacy.
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
Assets Managed 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