Advisor at Fountainhead Fiduciary, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fountainhead Fiduciary, LLC
Location
Solomons, Md, MD 20688
Credentials
Series 66
Industry experience
14 years
Financial planning fees up to $5,000; Estate planning minimum fee $1,500.
$0 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
Commission-based compensation is earned by certain personnel through outside business activities, including brokerage services and insurance sales.
Fountainhead Tax, LLC
2026 - Present (1 year)
Emerson Equity LLC
2025 - Present (1 year)
Arete Wealth Management, LLC
2022 - 2025 (3 years)
Fountainhead Fiduciary
2020 - Present (6 years)
Fountainhead Fiduciary, LLC
2020 - Present (6 years)
Kalos Capital, Inc.
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65, Series 66
Leonardtown, MD
Edward Jones
Series 66
Solomons, MD
Edward Jones
Series 66
Leonardtown, MD
Edward Jones
Series 63, Series 65
Lusby, MD
Edward Jones
Series 66
California, MD
Edward Jones
Series 65
Lexington Park, MD
Deak Reynolds Company
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