Fountain Strategies, LLC

Fountain Strategies, LLC (CRD# 142890) is a financial advisory firm headquartered in Carmel Valley, CA. They manage $31,410,216 in 174 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $180,518
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Fountain Strategies, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Austin W. Chinn
CRD#: 4917007
San Jose, CA
96
Wealthminder
score

Austin Chinn (CRD# 4917007) is an Investment Advisor Representative working at Fountain Strategies, LLC in San Jose, CA and has over 13 years of experience in the finance industry. Austin Chinn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan T. McMullen
CRD#: 5972192
Highland Village, TX
96
Wealthminder
score

Jonathan McMullen (CRD# 5972192) is an Investment Advisor Representative working at Fountain Strategies, LLC in Highland Village, TX and has over 6 years of experience in the finance industry. Jonathan McMullen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Manorama K. Pai
CRD#: 5320774
Carmel Valley, CA
96
Wealthminder
score

Manorama Pai (CRD# 5320774) is an Investment Advisor Representative working at Fountain Strategies, LLC in Carmel Valley, CA and has over 10 years of experience in the finance industry. Manorama Pai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Douglas M. Roesser
CRD#: 4132568
Carmel Valley, CA
96
Wealthminder
score

Douglas Roesser (CRD# 4132568) is an Investment Advisor Representative working at Fountain Strategies, LLC in Carmel Valley, CA and has over 18 years of experience in the finance industry. Douglas Roesser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Douglas M. Pease
CRD#: 601742
Carmel Valley, CA
76
Wealthminder
score

Douglas Pease (CRD# 601742) is an Investment Advisor Representative working at Fountain Strategies, LLC in Carmel Valley, CA and has over 33 years of experience in the finance industry. Douglas Pease has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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