David Fountain, CFP
Fountain Financial Advisors

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

Working Together For Your Future

Fountain Financial Advisors | Financial Advisor in Cumming ,GA

About Fountain Financial Advisors

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. It?s 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.​

24 Years of Experience


Connect With an Expert Financial Advisor and Get Answers

General Information

Firm Start Year:   1993
No.of Employees:   5-9
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) , Stocks , Bonds , Mutual Funds , Insurance
I can meet clients in the following ways:   At my office , At your home , Via phone , At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Property , Life , Casualty
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:   50,000,000
Advisor's Number of Clients:   120
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   70
Assets Managed by Advisor:   50,000,000


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 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 , Flat Fee , Hourly
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


Education

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



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.
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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, CFP

David Fountain, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant


David brings more than 25 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 2018 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 Junior at Wake Forest University in North Carolina, and Megan is a Senior 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.

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My Services


Financial Planning for Individuals

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

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

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


My Team


Fountain Financial Advisors Team


Darcy Searl

Darcy Searl


Darcy has been in the financial services industry since 1980 beginning with a regional brokerage firm in Orleans, LA; Howard, Weil, Labouisse Fredricks. She then joined Fidelity Investments in 1982 as a Registered Representative and was promoted to Branch Manager of their New Orleans office in 1986. In 1988, I was again promoted and moved to Atlanta to manage their two offices. I joined Perimeter Financial Group, Inc. in 1994 as an Independent Investment Advisor and founded Financial ...more

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 pe ...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

Communities Served

Alpharetta Ball Ground
Braselton Buford
Cumming Dahlonega
Dawsonville Flowery Branch
Gainesville Oakwood
Suwanee Milton

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM

Compensation Arrangements

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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


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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