Financial Consultants Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Financial Consultants Group reports 245 clients. They include 171 individual clients, 64 high-net-worth individuals, and 10 pension and profit-sharing plans. Of its assets, 98.2% ($185M across 567 accounts) are managed with discretion; $3.48M across 10 accounts are not. It advised 16 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 35% |
| High-net-worth individuals | 26% | 63% |
| Pension and profit-sharing plans | 4% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 171 | $66.6M | 35.4% | $390K |
| High-net-worth individuals | 64 | $118M | 62.7% | $1.84M |
| Pension and profit-sharing plans | 10 | $3.48M | 1.8% | $348K |
| Total | 245 | $188M | 100% | $768K |
- Clients
- 171
- Regulatory AUM
- $66.6M
- AUM share
- 35.4%
- Avg. per client
- $390K
- Clients
- 64
- Regulatory AUM
- $118M
- AUM share
- 62.7%
- Avg. per client
- $1.84M
- Clients
- 10
- Regulatory AUM
- $3.48M
- AUM share
- 1.8%
- Avg. per client
- $348K
Total
- Clients
- 245
- Regulatory AUM
- $188M
- AUM share
- 100%
- Avg. per client
- $768K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 16
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Financial Consultants Group charges 0.50%–1.00% a year for its Portfolio Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Negotiated fixed fee for creating a client financial plan, between $2,500 and $10,000, paid in arrears on completion.
David Fountain owns 75% or more of Financial Consultants Group. The leadership team of Financial Consultants Group includes President David Fountain. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Financial Consultants Group Inc
David Fountain
Control person · since January 2019
Financial Consultants Group’s regulatory assets grew 1.9× from $101M (March 2022) to $188M (July 2026); clients rose from 158 to 245 and employees from 3 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $188M | 245 | 8 | 3 |
| Mar 2025March 2025 | $140M | 227 | 6 | 2 |
| Mar 2024March 2024 | $119M | 204 | 4 | 2 |
| Aug 2023August 2023 | $92.8M | 144 | 4 | 2 |
| Mar 2022March 2022 | $101M | 158 | 3 | 1 |
Besides its headquarters, Financial Consultants Group has 2 offices, with 3 listed addresses in 1 state.
Georgia · 3 listed addresses
- 1080 Sanders Road, Suite 300, CummingHQ
- 12600 Deerfield Pkwy, Alpharetta
- One Glenlake Parkway, Atlanta
Other business names
Financial Consultants Group has reported 2 other business names to the SEC.
- Fountain Financial Advisors
- Fountain Wealth Partners
Contact and registration details
- Legal name
- Financial Consultants Group Inc
- Headquarters
- 1080 Sanders Road, Suite 300, Cumming, GA 30041
- Phone
- 770-627-2121
- @financial-consultants-group
- SEC file
- 801-123013
- Structure
- Georgia corporation
- Fiscal year end
- December
Financial Consultants Group’s named custodian for separately managed accounts is Axos Clearing ($173M). Financial Consultants Group has custody of $4.49M for 5 clients.
- Axos ClearingAxos Clearing LLC · Omaha, NE · $173M100%
At year end, Financial Consultants Group’s separately managed accounts were mostly in funds (83%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds83%
- Cash2%
How many clients does Financial Consultants Group have?
Financial Consultants Group has 245 clients and manages $188 million for them, as of July 2026. They include 171 individual clients, 64 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026
What services does Financial Consultants Group offer?
Financial Consultants Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Financial Consultants Group charge?
Financial Consultants Group charges 0.50%–1.00% a year for its Portfolio Management. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Financial Consultants Group use?
Financial Consultants Group’s separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $173M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026
How many financial advisors does Financial Consultants Group have?
Financial Consultants Group has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Financial Consultants Group invest in?
At the end of its last fiscal year, Financial Consultants Group’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Financial Consultants Group?
Financial Consultants Group’s direct owner is David Fountain (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 July 2026
How does Financial Consultants Group get paid?
Financial Consultants Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Financial Consultants Group?
Financial Consultants Group’s main office is at 1080 Sanders Road, Suite 300, Cumming, GA 30041. Its phone number is 770-627-2121. Its website is financialconsultantsgroup.net.
