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David Fountain

Financial Consultants Group

407 East Maple Street, Suite 303

Cumming, GA 30040

770-627-2121

Working Together For Your Future

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

CRD#

2367858

Firm CRD#

2367858

Name of Custodial Firm

Trust Company of America

States Licensed in

Registered in GA, FL, LA, TX

Years of Experience in Financial Services

26

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

Foreign Languages Serviced

None

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

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CERTIFIED FINANCIAL PLANNER

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

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

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

Education

Bachelors of Science -

Palm Beach Atlantic University
-

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.