Eric
Furstner
Fountainhead Advisors
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About this Advisor
Eric Furstner is a certified financial planner and chartered financial consultant operating out of Danville, California who has 5 years of industry experience. Furstner currently works for Fountainhead Advisors. Their career trajectory has included roles at Mass Mutual, Mml Investors Services, LLC, The Furstner Group, Inc and Fountainhead Capital Management, LLC. Furstner has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Fountainhead Advisors is a registered investment company headquartered in Warren, NJ. It has offices in two locations and a total of 23 advisors. It administers $507 million in assets under management among its 2,403 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 2,403 client accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types charged by Fountainhead Advisors most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fountainhead Advisors Brokerage Details
$506,536,152
23
2,403
$210,793
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eric Furstner Work History
Eric has been registered as a financial advisor for 5 years.*
Fountainhead Capital Management, LLC
Mass Mutual
The Furstner Group, Inc
Mml Investors Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Furstner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fountainhead Advisors
Warren, NJ
Warren, NJ
Walnut Creek, CA
Warren, NJ
San Ramon, CA
Warren, NJ
Warren, NJ
Warren, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
