FOUNTAIN FINANCIAL & TAX

Overview

Fountain Financial & Tax operates as a small, fee-based advisory firm focused on individuals and families, plus select small-business clients. The firm combines portfolio management with insurance brokerage and accounting services, which indicates an emphasis on tax-aware planning and integrating insurance solutions into clients’ financial strategies. Its advisory work is delivered on a percentage-of-AUM fee basis and the firm does not identify as an active ESG investor. Filings list the organization as a corporation with an unclassified adviser designation and do not disclose an SEC registration year. Fountain Financial & Tax reports that it is not a capital allocator and is not structured as a multi-state adviser, suggesting a localized client footprint and a practice oriented around direct client relationships and discretionary portfolio management.

Assets & Accounts

Location & Offices