F
Fountainhead Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Fountainhead Wealth Planning is a newly formed, state‑registered investment adviser that offers discretionary managed accounts and comprehensive financial planning to individuals and high‑net‑worth clients. The firm’s advisory services include reviewing investment objectives, recommending asset allocation across cash, equities, bonds, mutual funds, and annuities, and preparing written investment strategies.
The firm tailors portfolios to clients’ time horizons, risk tolerances, and objectives using approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading, with accounts reviewed at least quarterly by the firm’s principal. Investment management fees are charged on an asset‑based basis and, notably for this manager type, financial planning may also be billed on an hourly or fixed‑fee basis, with hourly billing explicitly disclosed.
Distinctive features include that the firm was established in 2026 and currently reports no assets under management while maintaining no minimum account size, and the principal also conducts licensed insurance activity (disclosed as a potential conflict and limited to a portion of the principal’s time). The brochure also discloses that the firm recommends a specific qualified custodian relationship, may aggregate transactions for execution, and evaluates service providers that use artificial intelligence components.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Fee options
Fixed fees from $250 to $1,000 per project
$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
$150 - $500 per hour, negotiated
Fee-only: Hourly fees range from $150 to $500 per hour; Fixed fees range from $250 to $1,000 per project
Main office location
Fountainhead Wealth Planning
Easley SC, United States
Number of offices
1
Most active in
Fountainhead Wealth Planning has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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