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Benjamin Paul Barbour

Advisor at Fountainhead Fiduciary, LLC — Solomons, MD

Updated today

Credentials

Series 66

Experience

15 years

Location

Solomons, MD 20688

Fountainhead Fiduciary, LLC logo

Fountainhead Fiduciary, LLC

Independent

Total advisors

1

Clients per advisor

42 High

Avg AUM per client

$293,731 Low

HNW client ratio

52% High

About

Benjamin Barbour is a financial advisor with Fountainhead Fiduciary, LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Kalos Capital, Inc. and Arete Wealth Management, LLC. He is also a partner in Fountainhead Tax, LLC, where he provides tax planning and business operations oversight. Fountainhead Fiduciary, LLC is a state-registered investment adviser serving a limited number of clients with discretionary investment management, third-party manager selection, comprehensive financial planning, and estate-planning support. The firm employs a variety of fundamental, quantitative, technical, and macroeconomic strategies and offers insurance recommendations through an affiliated agency.

Client services

Based on Fountainhead Fiduciary, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Fountainhead Fiduciary, LLC

General retirement planning ESG / Sustainable investing Active portfolio management

Occupation focus

Based on Fountainhead Fiduciary, LLC

Founder/Business Owner

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Fee options

Fixed

Flat fee up to $5,000 for financial planning; Minimum $1,500 for estate planning

Percentage

$0 - $1,000,000: 0.85% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.65% annually

Commissions

Commissions received on insurance products and brokerage services through affiliated entities and registered representative activities

Other

Minimum fee: Financial planning flat fee up to $5,000; Estate planning minimum fee $1,500 Fee-only: Financial planning and consulting services flat fee up to $5,000; Estate planning minimum fee $1,500

Location

Solomons, MD

14532 Solomons Island Road South, Suite 102

Solomons MD 20688

Advisors at this office

1

Most active in

Maryland · Virginia

Work history

15 years of industry experience

Fountainhead Tax, LLC

2026 - Present • 1 year

Solomon, MD

Emerson Equity LLC

2025 - Present • 1 year

San Mateo, CA

Arete Wealth Management, LLC

2022 - 2025 • 3 years

Chicago, IL

Fountainhead Fiduciary

2020 - Present • 6 years

Solomon, MD

Fountainhead Fiduciary, LLC

2020 - Present • 6 years

Reston, VA

Kalos Capital, Inc.

2013 - 2022 • 9 years

Alpharetta, GA

Madison Avenue Securities, LLC

2011 - 2013 • 2 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward R

Series 65

Lexington Park, MD

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Edward Reynolds is the sole advisor at Deak Reynolds Company, an independent firm based in Lexington Park, MD. He holds a Series 65 designation and has 24 years of industry experience. In addition to his advisory role, Reynolds maintains a private law practice as a sole practitioner. Deak Reynolds Company provides discretionary investment management and limited consulting services to individuals and high-net-worth clients. The firm constructs personalized asset allocations using mutual funds, ETFs, and individual securities, employing a combination of fundamental, technical, charting, and cyclical analysis to support both long- and short-term investment strategies.

Wealth management
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CFP®

California, MD

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Private / alternative investments Business succession planning Founder/Business Owner Executive Religious/faith focused
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Series 65

California, MD

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Options & derivatives strategies Private / alternative investments Annuities
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Series 63, Series 65

California, MD

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Options & derivatives strategies Private / alternative investments Annuities
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Vincent P

Series 65

California, MD

Innovative Wealth Building LLC

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Options & derivatives strategies Private / alternative investments Annuities
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Coy B

Series 65

California, MD

Innovative Wealth Building LLC

Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Options & derivatives strategies Private / alternative investments Annuities
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