Garrett Morgan
Fountainhead Wealth Management

Tel: (916) 431-0294
1451 River Park Drive
Suite 142
Sacramento, CA 95815

Clarity. Vision. Values

Fountainhead Wealth Management | Financial Advisor in Sacramento ,CA


About Fountainhead Wealth Management

    21 Years of Experience


  • CRD# 2844791
  • Insurance License# 0B94119
  • Series: 7, 31, 63, 66
Connect With an Expert Financial Advisor and Get Answers

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.


General Information

Firm Start Year:   2005
No.of Employees:   10-19
Insurance License#:   0B94119
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


Services

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)


Firm Information

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


Compliance

Registered Representative:   Yes
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
Hourly Rate:   $125-325
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


Education

Certificate in Financial Planning  Boston University
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Board Certified in Estates  Institute of Business and Finance
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Faqs

  • Do you have a customer satisfaction or refund policy? Our fees are collected monthly, so our clients never pay large fees in advance. No contract is required, so a client may terminate the relationship at any time without penalty.
  • What services do you provide? What are your specialties? Financial Planning, Portfolio Management and Tax Consulting are what we do. Most of our relationships are Wealth Management relationships, which is a combination all 3. We are experts in active portfolio management and cash flow based Financial Planning. We are also authorized to represent clients before the IRS.
  • What is your experience? How many clients do you currently manage? I have been practicing for over 21 years. I currently have less than 40 clients and as a firm we have less than 150. We believe this approach makes us better at serving our clients needs by allowing us to become experts on their personal financial and investment lives.
  • What financial institution(s) do you represent? Our Broker/Dealer is Cambridge Investment Research and our clearing firm is Fidelity.
  • How do you charge for your services? Depending on the relationship, the fee structure will either be flat fee, hourly or asset based percentage.
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Disclaimer

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

Garrett Morgan

CERTIFIED FINANCIAL PLANNER"


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.

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My Services


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.


My Team


Marc Bacsafra
Marc Bacsafra CERTIFIED FINANCIAL PLANNER"
Marc Bacsafra is the Chief Operating Officer of Fountainhead Wealth and is a CERTIFIED FINANCIAL PLANNER professional. Marc became a Principal/Partner of the firm in 2012 after a 12 year career as a bio-statistician for a leading international medical device maker. Marc graduated from The University of California, Los Angeles in 1997 with a B.S. Applied Mathematics, and from The Johns Hopkins University in 2000 with a M.S. in Statistics. He completed his CFP certification at the Univer ...more

Peter Moulton
Peter Moulton CERTIFIED FINANCIAL PLANNER"
Peter Moulton has been in the financial services industry since 2013. He began his career at Fountainhead Wealth in 2012 as a Para-planner by analyzing cash flows and modeling scenarios in the development of clients' financial plans. His interest in complex analysis and decision-making started in the military while serving as a GCA Rated Air Traffic Controller. Peter served in the Army for 5 ½ years, with 2 years in South Korea and 2 separate tours in Iraq.He was awarded 8 decorations a ...more

Communities Served

Carmichael Citrus Heights
Davis Elk Grove
Fair Oaks Rancho Cordova
Sacramento West Sacramento

Office Hours

wiseradvisor-balck-li-img Mon. 7:30 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 7:30 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 7:30 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 7:30 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 7:30 AM - 4:30 PM