Fountainhead Financial Management offers financial planning and consulting services, including advice on investments and financial management. This includes comprehensive financial planning covering budgeting, estate, tax, and business planning. They also provide custom allocation advice for participants in 401(k) and 403(b) retirement plans. The firm generally limits its investment advice to mutual funds, ETFs, equities, fixed income securities, insurance products including annuities and non-U.S. Securities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Full financial plan — $1,500 to $20,000, depending on complexity.
- Partial financial plan (e.g., retirement income plan or estate and tax planning) — $750 per module.
- Financial consultations — $300 per hour for time with a Certified Financial Planner, $87.50 per hour for admin/staff time.
One-Time Plan:$750 - $20,000
Hourly Rate:$88 - $300/hr
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