FOUNTAIN FINANCIAL GROUP, INC.
Firm details
- Headquarters
- FOUNTAIN HILLS, Arizona
- CRD number
- 123364
- Website
- www.fountainwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals74.54%
- HNWI24.93%
- Charitable Organizations0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fountain Financial Group, Inc. is an independent registered investment adviser that serves individuals, families and some institutional clients. The firm acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor. Fountain Financial Group maintains an affiliation with an insurance company and is owned by an individual. The firm emphasizes direct portfolio management and uses outside managers when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents4%
Contacts
3 of 4HAROLD WALPOLE
Financial AdvisorCRD 2674811
ROBERT WARD
Financial PlannerCRD 4324025
MARY JOHNSON
Secretary and TreasurerCRD 4117754
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FOUNTAIN HILLS, AZ
MARICOPA
Location
FOUNTAIN HILLS, AZ
Headquartered in FOUNTAIN HILLS, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 16921 E Palisades Blvd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
THE LINKOUS GROUP, LTD.
RIAFOUNTAIN HILLS, AZ
ACRYLIC FINANCIAL, INC.
RIAFOUNTAIN HILLS, AZ
YOUNG CAPITAL MANAGEMENT INC
RIAFOUNTAIN HILLS, AZ
ALPHA FINANCIAL NORDIC
RIAFOUNTAIN HILLS, AZ
KEY GROUP MANAGEMENT, INC.
RIAFOUNTAIN HILLS, AZ
LESSARD WEALTH MANAGEMENT
RIAScottsdale, AZ