John Fountain
John Fountain is a registered investment advisor at Palomar Advisors INC., based in Temecula, CA, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 67 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Temecula, CA
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2013Customer Dispute
November 2009Other Business ActivitiesSells Insurance
John is the President/CEO of Creative Wealth Group/DBA Creative Wealth and Insurance Solutions, overseeing sales, marketing, operations, compliance, and budget, while also engaging in personal sales of fixed insurance products, dedicating nearly full-time hours to this role. He also receives finder's fees from a captive insurance company, spending a few hours per week finding prospects.
Employment History
Current Registrations
Palomar Advisors INC.
Previous Registrations
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Equity Services, INC.Broker
Esi Financial Advisors
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Prudential Securities IncorporatedBroker
Pruco Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Waddell & Reed, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.