A complete list of active advisors currently associated with Fountainhead Wealth Planning

Warmer can help you find a great advisor at Fountainhead Wealth Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fountainhead Wealth Planning, 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.