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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-19-2006
- Office Locations
- 1
Office Locations
About Financial Consultants Group INC
Financial Consultants Group, Inc. is an independent, fee-only RIA serving the Greater Atlanta area since 1996. The team provides holistic financial planning and ongoing investment management, including retirement planning, tax-aware strategy, and estate planning guidance. Advisors operate under a fiduciary standard and charge a flat fee (no commissions), monitoring and adapting portfolios as client goals, markets, and tax laws change.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID LYTAL FOUNTAIN
CFP, Financial Planner, President
- CRD
- #2367858
- Ownership
- 75% or more
Sandra Cathleen Fricks
Chief Compliance Officer, Secretary
- CRD
- #6788573
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CAROLYN LOUISE FLOURNOY
Financial Planner
- CRD
- #6146227
CARSON GREENE
--
- CRD
- #8228223
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,693,037 | $325,737 |
| Non-Discretionary | $3,478,523 | $347,852 |
| Total | $188,171,560 | $326,121 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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