Fountainhead Wealth is the trusted source for financial services because we go beyond the numbers
on the page. We are intensely focused on our clients' success and understanding what they want to
accomplish with their business and personal investments. Our team of professionals connects the
dots between what you want to accomplish and the steps you need to take to get there.
If your financial plan is not aligned with your vision for your life the way you would like it to be, maybe we should talk.
|Firm Start Year:||2005|
|States Licensed in:||CA, OR, FL, TX|
|Number of Years with Current Firm:||13|
|I work with the following types of clients:||Individual Investors , Non-Profit Organizations , Businesses|
|Investment Types:||Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Insurance , Mutual Funds , Options & Futures , Annuities , Stocks|
|I can meet clients in the following ways:||At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Variable Annuity , Variable Life , Long Term Care , HMO , Life , Health , Annuity|
|Financial Organization Memberships:||Financial Services Institute , Financial Planning Association (FPA)|
|Assets Managed by Firm:||$200,000,000|
|Advisor's Number of Clients:||35|
|Advisor's Number of Managed Clients:||35|
|Advisor's Number of Planning Clients:||31|
|Assets Managed by Advisor:||$50,000,000|
|Investment Advisor Representative:||Yes|
|I am an 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|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||100,000|
|Compensation Methods:||Based on Assets , Hourly , Subscriptions , Flat Fee , Commissions|
|Fee % Based on Assets:||.5 - 1.65|
|Additional Details on Charges:||Most of our services are provided under a comprehensive Wealth Management agreement. In general in this type of engagement, fees are charged monthly based on a schedule arranged in advance and deducted from a manged portfolio.|
|Minimum Fee Charged for Hourly Planning Accounts:||$100/mo|
|Certificate in Financial Planning||
|Board Certified in Estates||
Institute of Business and Finance
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Fountainhead Wealth, Inc. and Cambridge are not affiliated.
Garrett Morgan has been in the financial services industry since 1996 and is a CERTIFIED FINANCIAL PLANNER. Prior to founding Fountainhead Wealth in 2005, Garrett worked as a financial advisor for a large multi-national corporation, focusing on financial and investment management for members of CalPERS and employees of the US Government.
Mr. Morgan has a love for the Financial Planning profession and founded Fountainhead Wealth with the express purpose of changing the way financial advice is delivered in the US. He speaks regularly on topics related to money and success.
Mr. Morgan earned his certificate in Financial Planning from Boston University.
Financial Advice & Consulting
We provide custom financial planning advice on a wide range of topics.
Financial Planning for Individuals
We provide financial planning advice on any matter related to personal finance. We are experts in cash-flow based financial planning. The engagements can be flat-fee or monthly.
Financial Planning for Businesses
We porvide tax and accounting advice for businesses, and offer in house tax and bookkeeping for a flat monthly fee.
|Fair Oaks||Rancho Cordova|
|Mon.||7:30 AM - 4:30 PM|
|Tue.||7:30 AM - 4:30 PM|
|Wed.||7:30 AM - 4:30 PM|
|Thu.||7:30 AM - 4:30 PM|
|Fri.||7:30 AM - 4:30 PM|