Financial Consultants Group Inc logo

Financial Consultants Group Inc

Updated today

Client assets under management

$184,693,037

Clients

235

27% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

47

Low

Average account size

$785,928

About

Financial Consultants Group, Inc. serves individuals, high‑net‑worth individuals, and institutional clients such as corporations and trusts, managing roughly $188 million in client assets through a team of five advisors. The firm offers ongoing discretionary portfolio management and financial planning, preparing Investment Policy Statements and one‑time financial plans tailored to each client's goals and risk tolerance.

FCG’s investment process combines fundamental analysis, modern portfolio theory and technical analysis with a long‑term trading orientation, and the firm typically trades under discretionary authority to implement clients’ Investment Policy Statements. Accounts are reviewed at least annually by assigned advisors, and FCG requires clients to custody assets with selected providers (Axos Advisor Services, Capital Group/American Funds, Ascensus, and Charles Schwab) to support execution and reporting.

Notable distinctions include FCG’s in‑house management of all client assets rather than outsourcing to third‑party managers, and formal consideration of service‑provider artificial intelligence risks with periodic due diligence. The firm also discloses the use of client testimonials and third‑party ratings in its advertising and has recently expanded its custody relationships (adding Charles Schwab), practices that are less common among comparable team advisory firms.

Client services

Financial planning Portfolio management

Expertise

General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial Planning Fees range between $2,500 and $10,000, negotiated fixed rate.

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.65% $5,000,000+: 0.50%

Main office location

Financial Consultants Group Inc

1080 Sanders Road, Suite 300

Cumming GA 30041, United States

Number of offices

3

Most active in

Florida · Georgia · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John M

Series 65

Cumming, GA

Financial Consultants Group Inc

John Mctyre is a financial advisor at Financial Consultants Group Inc. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Financial Consultants Group, he worked at Scott Curry State Farm and the Ramsey Student Center. Financial Consultants Group, Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and trusts. The firm manages approximately $140 million across about 216 client accounts, employing a blend of fundamental and technical analysis with modern portfolio theory in a long-term trading approach.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Sandra F

CFP®

Cumming, GA

Financial Consultants Group Inc

Sandra Fricks is a CFP® professional with nine years of experience at Financial Consultants Group Inc and six years at Premier Financial. She is based in Cumming, GA. Outside of her advisory role, she is a member manager of Burdell Properties, LLC, a rental business in Buford, GA. Financial Consultants Group, Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and trusts. The firm manages approximately $140 million across about 216 client accounts, employing a blend of fundamental and technical analysis with modern portfolio theory and a long-term trading approach.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

David F

CFP®, Series 63, Series 65

Cumming, GA

Financial Consultants Group Inc

David Fountain is a CFP® professional with 32 years of industry experience, currently serving at Financial Consultants Group Inc since 2017. Prior to this, he worked with Cambridge Investment Research Advisors, Inc. from 2012 to 2017. He serves as a volunteer member of the Board of Directors for the Forsyth County Chamber of Commerce, assisting with the oversight of the nonprofit’s financial aspects. Financial Consultants Group, Inc. manages approximately $140 million across 216 client accounts, offering portfolio management and financial planning to individuals, high-net-worth clients, corporations, and trusts. The firm employs a blend of fundamental and technical analysis with modern portfolio theory, operating primarily under discretionary authority and providing documented Investment Policy Statements for each client.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Carolyn F

CFP®, Series 65

Cumming, GA

Financial Consultants Group Inc

Carolyn Flournoy is a CFP® with 12 years of experience in financial advising. She is currently with Financial Consultants Group, Inc., where she has worked since 2024. Her prior experience includes roles at Investment Planning Advisors, Patton Albertson Miller Group, LLC, and Anthony Smith Advisors, Inc. Financial Consultants Group, Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and trusts, managing approximately $140 million across about 216 client accounts. The firm combines fundamental and technical analysis with modern portfolio theory and maintains an Investment Policy Statement for each client, generally operating under discretionary authority.

General retirement planning College savings (529s, UTMA, etc.)
user avatar

Carson G

Series 65

Cumming, GA

Financial Consultants Group Inc

Carson Greene is a Series 65 licensed financial advisor with Financial Consultants Group Inc in Cumming, GA, where he has worked since 2025. His prior experience includes roles at Blue Vault Alternative Investments and various positions outside the financial industry. Greene has also been involved with the UGA Football Letterman's Club from 2018 to 2024. Financial Consultants Group, Inc. manages approximately $140 million across 216 client accounts, providing portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and trusts. The firm uses a combination of fundamental and technical analysis with modern portfolio theory, operating primarily under discretionary authority and delivering regular custodial reporting.

General retirement planning College savings (529s, UTMA, etc.)
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