Financial Consultants Group Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
Financial planning fixed fees between $2,500 and $10,000
$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
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)