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David Fountain, CERTIFIED FINANCIAL PLANNER, CFP®
Financial Consultants Group

Tel: 770-627-2121
407 East Maple Street, Suite 303
Cumming, GA 30040

Working Together For Your Future

Financial Consultants Group | Financial Advisor in Cumming ,GA

About Financial Consultants Group

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
Gender:   Male
Name of Custodial Firm:   Trust Company of America
States Licensed in:   Registered in GA, FL, LA, TX
Number of Years with Current Firm:   15
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.
I work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Individuals, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Investment Advice & Management, Financial Advice & Consulting, Financial Planning


Services

Investment Types:   Stocks, Exchange Traded Funds (ETFs), Bonds, Mutual Funds
I can meet clients in the following ways:   Via Phone, At my office, At your home, Video Conference, At your office


Qualifications & Memberships

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:   150
Firm's Number of Planning Clients:   150
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   70,000,000
Advisor's Number of Clients:   120
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   90
Assets Managed by Advisor:   88,000,000


Compliance

Registered Investment Advisor:   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:   Fee Only
Compensation Methods:   Flat Fee, Based on Assets
Fee % Based on Assets:   1
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 .4% to 1.25% annualized. Financial Planning fees range from $0 to $3,500
Minimum Fee Charged for Managed Accounts:   $750


Board Positions

Organization:  The Place of Forsyth  Forsyth County
Position :  Director
Duration :  11/01/2019-Currently holding


Education

Bachelors of Science  Palm Beach Atlantic University - Palm Beach, Florida
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Faqs

  • Do you have a customer satisfaction or refund policy? We strongly believe in providing value to each of our clients. If for any reason a prospect does not find value the service we provided, there is no charge for the work that we may have provided.
  • Why should I choose you as my financial advisor? 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, and earned the Certified Financial Planner designation in 2000 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
  • What are your qualifications? What is your education background? Financial Planning is an ongoing process. Your financial goals may change over the years due to your circumstances and life events such as: marriage, career change, inheritance, or a growing family. It is important to build a relationship with a knowledgeable planner whom you can trust. Our financial planners hold to the fiduciary standard, which means the recommendations they make for you will be in your best interest.
  • How do you charge for your services? Comprehensive Financial Planning and active Investment Management
  • How are you compensated? How will I pay for your services? 120
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Disclosures

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.


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.

David Fountain

David Fountain

CERTIFIED FINANCIAL PLANNER, CFP®

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.

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My Services

Financial Planning for Individuals

Financial Planning is an ongoing process. Your financial goals may change over the years due to your circumstances and life events such as: marriage, career change, inheritance, or a growing family. It is important to build a relationship with a knowledgeable planner whom you can trust. Our financial planners hold to the fiduciary standard, which means the recommendations they make for you will be in your best interest.


Portfolio Management

One of the most important responsibilities is helping to educate you with the principles of investing, as well as providing guidance through the various investment strategies and decisions. We utilize a process which provides a disciplined approach to help you remain focused on your long-term goals. Your involvement and understanding begins with the Financial Analysis and continues throughout the process.


Retirement Planning

RETIREMENT ASSESSMENT - Take control of your financial future and assess whether you are on track to a successful retirement.


My Team

Sandee Fricks Sandee Fricks

Sandee began her career as a software developer after earning a Bachelors of Science in Computer Science from Georgia Tech. In 2011, she began working in financial services and later earned the Certified Financial PlannerTM (CFP®) designation. She enjoys helping clients through the financial planning process, researching investment opportunities, and developing portfolio allocation plans. She has taught Dave Ramseys Financial Peace University class several times; and enjoys helping ...more

Jennifer Asher Jennifer Asher

Jennifer joins our team after taking time off to raise her family. While raising her 3 children she was involved in volunteer work with their schools and sporting activities. Jennifer graduated from St. Ambrose University with a Bachelors degree in Finance. Her professional back ground includes experience in the banking and brokerage industries. Jennifer brings a passion for exceptional customer service, attention to detail, and strong organizational skills to our team. She resides in S ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:30 PM

Communities Served

Alpharetta Ball Ground
Blairsville Blue Ridge
Braselton Buford
Cumming Dahlonega
Dawsonville Flowery Branch
Milton Suwanee
Roswell

Compensation Arrangements

Check
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News & Events

2020 Best of Forsyth
When: 02/01/2020
Details:Best of Forsyth Best Investment Wealth /Management Individual and Best Financial Planning Firm


2019 Best of Forsyth
When: 02/01/2019
Details:Best of Forsyth Best Investment Wealth /Management Individual and Best Financial Planning Firm


2017 Best Of Forsyth
When: 01/25/2017
Details:Best of Forsyth - The resident of Forsyth County casted over 230,258 votes, and brings you the best of the best in the area. ...more


2018 Best of Forsyth
When: 02/01/2018
Details:Best of Forsyth is an award determined by the residents of Forsyth county. It is a great honor to be recognized for our customer service and the relationships we have built with the people of Forsyth county. ...more


Educational dinner - 3 keys for Success Retirement
When: 4/25/2017 |
Location: Tam's Backstage
Details:Visit our office for more information ...more


Women's Appreciation Lunch
When: 3/16/2017 |
Location: Cabernet - Alpharetta
Details:See our website for more information ...more

Awards & Recognitions

Awards & Recognitions Best of Forsyth
(12/31/2016)

Best Financial Planner in Forsyth County 2018, 2017, 2016 & 2015


Awards & Recognitions Five Star Wealth Manager 2016 & 2013
(12/31/2016)

Five Star Wealth Manager Multi-Year Winner

Social Networks

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