Fountain Financial Advisors
Cumming, GA 30040
Working Together for Your Future
About
Lets face it life is busy! A majority of people have accumulated
assets throughout the years, but do not have the time (or
energy) to devote to making sure they are on the correct path
for a comfortable retirement. We can help! Our goal is simple to
guide you in the realization of your lifes dreams. Through
our experienced team, we will help develop tailored strategies
for our clients in reaching both their financial and personal
goals. As your trusted financial planner, Fountain Financial
Advisors will be there from your first consultation through the
achievement of milestones throughout your retirement. Our team
of Certified Financial Planners and seasoned investment advisors
will help you plan to navigate the many obstacles that may come
along the way. Through a tailored strategy for your individual
needs, we partner with you to achieve your particular retirement
and wealth management objectives. Call us today, and check one
more thing off your To-Do List!
| General Information |
| Firm Start Year: | 1993 | |
| No.of Employees: | 10-19 | |
| Insurance License#: | 599694 |
| Name of Custodial Firm: | Trust Company of America |
| States Licensed in: | Registered in GA, FL |
| Number of Years with Current Firm: | 10 |
| 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 |
| Services |
| Investment Types: | Exchange Traded Funds (ETFs) , Insurance , Mutual Funds , Bonds , Stocks |
| I can meet clients in the following ways: | At your office , Via phone , At my office , At your home |
| Qualifications & Memberships |
| Insurance and Annuity Licenses: | Casualty , Life , Property |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
| Non-Financial Organization Memberships: |
Leadership Forsyth Best of Forsyth 2018, 2017 & 2016 |
| Firm Information |
| Advisor's Number of Clients: | 120 |
| Advisor's Number of Managed Clients: | 100 |
| Advisor's Number of Planning Clients: | 70 |
| Compliance |
| 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 & Fees |
| Fee Structure: | I am a Fee-Based financial professional |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Hourly , Based on Assets , Flat Fee |
| Fee % Based on Assets: | 1 |
| Hourly Rate: | $250 |
| Additional Details on Charges: |
We offer a complimentary initial meeting. When working on an hourly basis the fees is 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 .6% to 1.25% annualized. |
| Minimum Fee Charged for Managed Accounts: | $1250 |
| Minimum Fee Charged for Hourly Planning Accounts: | $250 |
| 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 client does not find value the service we provided, there is no charge
- What services do you provide? What are your specialties? 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. We understand the importance of providing flexibility when it comes to solutions, strategies and financial tools that are made available to you.
- What is your experience? How many clients do you currently manage? David has more than twenty years of experience as a financial advisor, and serves over 100 clients.
- What financial institution(s) do you represent? We operate as an independent full-service firm, with access to hundreds of companies and financial institutions.
- How do you charge for your services? We have identified that each individual comes with different circumstance and objectives. And we understand the importance of providing flexibility when it comes to the solutions, strategies and financial tools that are made available to you. We provide Hourly Financial Consulting, at an hourly rate, Fixed Fee-Only Services and Asset Based Services.
DISCLOSURE
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, CFP®
CERTIFIED FINANCIAL PLANNER™ Certificant
Biography
David brings more than 24 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. He is also a firm believer of Dave Ramsey and his biblically based curriculum of managing your money, he is on of Dave Ramsey's SmartVestor Pro and is also a graduate of the The Legacy Journey by Dave Ramsey. In 2016 and 2013 David received the Five Star Wealth Manager Award from Five Star Professional, and more recently was voted 2017 Best Financial Planner and 2016 Best Investment Company of Forsyth County.
David has quite a passion for his profession and continues his focus today in helping individuals and families realize their dreams. He is proactive and has a hands-on approach while creating tailored objective solutions for his clients.
While not on the job, David really enjoys the outdoors and seeing the world that God has provided for us ? especially with his family! He has been married to Kim for 22 years, and has two beautiful teenage girls ? Ashley and Megan, and Samantha their furry Golden Retriever. Ashley is a Freshman at Wake Forest University in North Carolina, and Megan is a Sophmore here at North Forsyth High School. David has enjoyed the Rotary club, Leadership Forsyth, Abba House, Mentor Me, Meals by Grace and his small group with Browns Bridge Church.
My Services
Financial Planning for Individuals |
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FINANCIAL PLANNING - The process is to determine where you are now, where you want to go, and developing a roadmap that enables you to get there. This is a lifelong journey, so our role is ongoing, we expect your life to change and we will continually monitor your progress and revise your plan as needed. Our services are based on the Certified Financial Planner Board of Standards. |
Portfolio Management |
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INVESTMENT MANAGEMENT - One of the most important responsibilities is to guide you in your investment 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 |
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RETIREMENT ASSESSMENT - Take control of your financial future and assess whether you are on track to a successful retirement. |
My Team
Communities Served
| Alpharetta | Ball Ground |
| Braselton | Buford |
| Cumming | Dahlonega |
| Dawsonville | Flowery Branch |
| Gainesville | Oakwood |
| Suwanee | Big Canoe |
Office Hours
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Mon. | 8:30 AM - 6:00 PM |
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Tue. | 8:30 AM - 6:00 PM |
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Wed. | 8:30 AM - 6:00 PM |
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Thu. | 8:30 AM - 6:00 PM |
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Fri. | 8:30 AM - 6:00 PM |
Compensation Arrangements
| Check |
News & Events
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
Women's Appreciation Lunch
When: 3/16/2017 |
Location: Cabernet - Alpharetta
Details:See our website for more information
...more
Educational dinner - 3 keys for Success Retirement
When: 4/25/2017 |
Location: Tam's Backstage
Details:Visit our office for more information
...more
Awards & Recognitions
(12/31/2016)
Best Financial Planner in Forsyth County 2018, 2017, 2016 & 2015
(12/31/2016)
Five Star Wealth Manager Multi-Year Winner
Social Networks
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