A complete list of active advisors currently associated with Financial Consultants Group Inc
Warmer can help you find a great advisor at Financial Consultants Group Inc or one who fits your needs even better.
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.
To learn more about the advisors currently working at Financial Consultants Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cumming, GA
| 12
| |
Cumming, GA
| 33
| |
Cumming, GA
| 4
| |
Cumming, GA
| 0
| |
Cumming, GA
| 0
| |
Cumming, GA
| 0
|
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