Fountainhead Wealth Planning
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About
Fountainhead Wealth Planning is a state-registered independent investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning and consulting services. The firm offers managed accounts and separate financial planning engagements, generally delivered on a fixed-fee or hourly basis, and reports that it was formed in early 2026 and currently has no assets under management or clients.
The firm tailors advice to each client’s objectives, time horizon, and risk tolerance and is not restricted to a single investment style, drawing from asset-allocation frameworks as well as techniques such as dollar-cost averaging, technical analysis, and both long- and short-term trading where appropriate. Fountainhead may exercise discretionary authority when authorized, conducts at least quarterly account reviews, allows clients to impose written investment restrictions, and recommends custody with Charles Schwab for execution and reporting.
Noteworthy distinctions in the brochure include that Fountainhead states there is no account minimum, potentially increasing accessibility for smaller investors, and discloses that the principal also holds a state insurance license and may offer commissionable insurance products (up to 30% of their time), a potential conflict of interest the firm describes and addresses. The firm also explicitly notes that some third-party service providers it uses incorporate artificial intelligence and machine learning and describes periodic due diligence to mitigate related data and security risks.
Client services
Expertise
Fee options
Fixed fees for financial planning: $250 to $1,000 per project
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
$150 - $500 per hour as negotiated
Fee-only: Hourly fees range from $150 - $500 per hour; Fixed fees for financial planning range from $250 to $1,000 per project
Main office
Clemson SC
Advisors at this office
1
Most active in
South Carolina
Also doing business as
Fountainhead Ria LLC · Fountainhead Wealth Planning · Fountainheadria LLC
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:
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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.
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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.
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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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