Financial Consultants Group Inc logo

Financial Consultants Group Inc

Updated today

Client AUM

$184,693,037

Clients

235

Advisors

6

of 8 employees

About

Financial Consultants Group, Inc. serves individuals and families (including high‑net‑worth clients), as well as corporations and trusts, providing discretionary portfolio management and comprehensive financial planning. The firm also offers access to insurance products through a third‑party platform (RetireOne) and has established a DBA, Fountain Wealth Partners, to reflect expanded services available through relationships with unaffiliated firms.

FCG documents client objectives in Investment Policy Statements and uses fundamental analysis, modern portfolio theory, and technical analysis to implement a long‑term, discretionary trading approach, with quarterly custodial reporting and at least annual reviews. The firm discloses that some service providers incorporate artificial intelligence and machine learning, and it performs periodic due diligence on those providers to address data accuracy and security risks.

The brochure discloses that FCG’s advertising includes client testimonials and promotion of third‑party ratings, practices that are uncommon among peer team firms. It also manages client assets internally (does not select third‑party advisers), requires use of specified custodians (Axos Advisor Services, Capital Group/American Funds, Ascensus, and Charles Schwab), and discloses a material relationship with an issuer that provides support for seminar events.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting

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Fee options

Fixed

Financial planning fixed fees between $2,500 and $10,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%

Main office

1080 Sanders Road, Suite 300

Cumming GA 30041

Advisors at this office

6

Most active in

Florida · Georgia · Louisiana · Texas

Also doing business as

Financial Consultants Group Inc · Fountain Financial Advisors · Fountain Wealth Partners

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

John M

Series 65

Cumming, GA

Financial Consultants Group Inc

John Mctyre is a financial advisor at Financial Consultants Group Inc. with a Series 65 credential and one year of industry experience. Before joining Financial Consultants Group Inc., he worked briefly at Scott Curry State Farm and has experience from roles at the Ramsey Student Center and Camp All-American. Financial Consultants Group Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs a long-term, discretionary trading approach using fundamental analysis, modern portfolio theory, and technical analysis.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Sandra F

CFP®

Cumming, GA

Financial Consultants Group Inc

Sandra Fricks is a CFP® professional with nine years at Financial Consultants Group Inc and a total of 15 years in the financial industry, including six years at Premier Financial. Based in Cumming, GA, she has experience working within a team of six advisors. Outside of her advisory role, she is a member manager of a rental business in Buford, GA. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and maintains quarterly reporting and annual reviews.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

David F

CFP®, Series 63, Series 65

Cumming, GA

Financial Consultants Group Inc

David Fountain is a CFP®-designated financial advisor with 33 years of industry experience, currently with Financial Consultants Group Inc since 2017. Prior to that, he worked at Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He serves on the Board of Directors for the Forsyth County Chamber of Commerce, assisting with the nonprofit’s financial oversight in a volunteer capacity. Financial Consultants Group, Inc. provides discretionary portfolio management and comprehensive financial planning to individuals, families—including high-net-worth clients—as well as corporations and trusts. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term discretionary trading approach, supported by periodic due diligence on technology providers and firm-specific custodial and service arrangements.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Joseph H

CFP®

Cumming, GA

Financial Consultants Group Inc

Joseph Hampton is a CFP® affiliated with Financial Consultants Group Inc in Cumming, GA. He has prior work experience at Tender Lawn Care, Inc. and The University of Georgia. Hampton has been with Financial Consultants Group since 2024. Financial Consultants Group serves individuals and families, including high-net-worth clients, as well as corporations and trusts, offering discretionary portfolio management and comprehensive financial planning. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in a long-term, discretionary trading approach and integrates AI and machine learning tools with ongoing due diligence.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Carolyn F

CFP®, Series 65

Cumming, GA

Financial Consultants Group Inc

Carolyn Flournoy is a CFP® and holds a Series 65 license, with 12 years of industry experience. She has worked at Financial Consultants Group, Inc. since 2022, and previously held roles at Investment Planning Advisors, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Financial Consultants Group, Inc. serves individuals, families—including high-net-worth clients—corporations, and trusts by providing discretionary portfolio management and comprehensive financial planning. The firm uses a long-term, discretionary trading approach based on fundamental analysis, modern portfolio theory, and technical analysis, with regular client reporting and reviews.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Carson G

Series 65

Cumming, GA

Financial Consultants Group Inc

Carson Greene is a financial advisor at Financial Consultants Group Inc with Series 65 credentials and one year of industry experience. Prior to his current role, he spent a year at Blue Vault Alternative Investments and has experience in other sectors including electric services and agriculture. He has been involved with the UGA Football Letterman's Club for six years. Financial Consultants Group, Inc. serves individuals, families, corporations, and trusts with discretionary portfolio management and comprehensive financial planning. The firm uses a long-term discretionary trading approach grounded in fundamental analysis, modern portfolio theory, and technical analysis, and incorporates technology such as artificial intelligence and machine learning in some service areas.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
View complete list of advisors at this firm
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