FOUNTAIN WEALTH PARTNERS • ESTATE PLANNING • FEE-ONLY FIDUCIARY
Fee-Only Trust and Estate Administration in Alpharetta, GA: Seamless Fiduciary Wealth Transfer and Asset Coordination
We deliver independent, 100% fee-only trust and estate administration coordination for North Fulton families, surviving spouses, and successor trustees managing $1M to $10M+. We work directly with your estate planning attorney, CPA, and custodian to fund trusts, synchronize asset titling, manage liquidity, and eliminate multi-generational tax exposure—with zero commissions, zero product sales, and complete fiduciary transparency.
Why software alone falls short: How automated algorithms fail during critical life transitions, tax adjustments, and market volatility.
The four pillars of human wealth management: How direct access to a dedicated senior advisor, 100% fee-only fiduciary independence, comprehensive wealth coordination, and long-term continuity protect your legacy.
What you can expect as a client: The exact written deliverables, fee transparency, and local face-to-face access you gain by partnering with an independent CFP® lead advisor.
Why software alone falls short: How automated algorithms fail during critical life transitions, tax adjustments, and market volatility.
The four pillars of human wealth management: How direct access to a dedicated senior advisor, 100% fee-only fiduciary independence, comprehensive wealth coordination, and long-term continuity protect your legacy.
What you can expect as a client: The exact written deliverables, fee transparency, and local face-to-face access you gain by partnering with an independent CFP® lead advisor.
David Fountain, CFP® professional • 100% fee-only fiduciary • Serving North Fulton families locally since 1996 • 12600 Deerfield Parkway, Suite 100, Alpharetta, GA 30004
Why coordinating trust administration with your investment portfolio protects family wealth
Trust and estate administration is most effective when your legal trusts, account titles, beneficiary designations, and tax schedules work together across your entire balance sheet.
Serving as a successor trustee or managing an inherited estate brings administrative complexity that legal documents cannot resolve on their own. Families across Alpharetta, Milton, and Johns Creek often work with dedicated professionals who operate in silos: an estate attorney who drafted family trusts years ago, a CPA filing retrospective tax returns, and a brokerage representative holding securities in separate accounts. When evaluating trust estate administration, Alpharetta families frequently encounter three critical operational friction points:
Fountain Wealth Partners provides an integrated fiduciary alternative. As a 100% fee-only firm, we sell no proprietary products, accept zero commissions or third-party kickbacks, and coordinate directly with your estate attorney and CPA to ensure your trust administration proceeds accurately and efficiently.
Specialized practice pathways for trust and estate administration
We coordinate three dedicated disciplines of trust administration and estate settlement for high-net-worth households:
Trust funding and continuous asset titling verification
Ensure your assets flow through your legal trust structure without probate delays, administrative friction, or titling oversights.
- Reconcile taxable brokerage accounts, private business interests, and real estate deeds directly with your trust agreement terms.
- Perform forensic asset reviews to verify that ownership titles and primary/contingent beneficiary designations match your legal estate plan.
- Partner directly with your estate planning attorney and custodian to execute retitling documents and ACATS transfers seamlessly.
Successor trustee administrative guidance and fiduciary coaching
Equip family members and named trustees with structured, step-by-step guidance to fulfill their legal duties with confidence.
- Deliver an actionable successor trustee roadmap covering required notifications, inventory valuation, and administrative timelines.
- Model mandatory estate liquidity reserves to satisfy outstanding liabilities, administrative costs, and estate tax obligations without forced asset liquidations.
- Coordinate with CPAs to prepare accurate annual accounting schedules and asset valuation reports for transparent co-beneficiary reporting.
Fiduciary estate settlement and asset distribution coordination
Execute orderly, tax-conscious distributions to beneficiaries while minimizing generational income and capital gains taxes.
- Structure multi-year distribution schedules to manage SECURE Act 10-year inherited IRA liquidation mandates across high-income beneficiaries.
- Execute in-kind account transfers via ACATS to deliver inherited securities directly to heirs without triggering premature capital gains events.
- Provide ongoing fiduciary recordkeeping and accounting summaries to legal and tax counsel to ensure complete administrative closure.
Our tactical 3-part estate administration framework
We integrate disciplined financial science, proactive tax modeling, and legal coordination into an actionable methodology:
Audit and synchronize estate asset titling: We perform a line-by-line forensic audit of your entire balance sheet, including taxable brokerage accounts, retirement assets, private business equity, and real estate, to confirm ownership titles and beneficiary designations match your legal trusts.
Model generational tax and liquidity liabilities: We model lifetime and generational tax impacts under the SECURE Act and federal estate tax guidelines, structuring multi-year Roth conversions, qualified distributions, and liquidity reserves to protect estate principal.
Coordinate directly with legal and tax counsel: We provide your CPA and estate planning attorney with annual realized gain and loss reports, cost-basis schedules, and verified asset inventories before tax-filing and distribution deadlines.
Mandatory Portfolio Risk Disclosure
Investing involves risk, including the potential loss of principal. Asset allocation, diversification, and estate planning coordination strategies do not guarantee a profit or protect against loss in declining markets. Past performance does not guarantee future results.
Who we serve across North Fulton
We design tailored trust and estate administration strategies for high-net-worth households, surviving spouses, and corporate leaders throughout Alpharetta, Milton, Johns Creek, and Roswell:
Transitioning investment management authority seamlessly; establishing immediate cash-flow stability; interpreting trust distribution guidelines; coordinating estate tax filings without administrative burden.
Reconciling unfunded accounts; navigating complex probate and trust settlement requirements; managing multi-beneficiary communication; mitigating personal fiduciary liability.
Structuring multi-year distribution schedules to prevent SECURE Act inherited IRA tax spikes; integrating generation-skipping trusts; coordinating charitable legacies and family governance.
Why choose an independent estate planning financial advisor in Alpharetta?
As a 100% fee-only fiduciary Registered Investment Advisor (RIA), we are legally bound to put your family's interests first across every recommendation we make.
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Fountain Wealth Partners
Fountain Wealth Partners
Strict fiduciary standard:
Legally bound to act in your best interest across all planning, trust administration, and portfolio accounts at all times.Fountain Wealth Partners
100% fee-only:
Transparent advisory fee based on assets or clear planning scope. Zero commissions, zero sales loads, and zero third-party kickbacks.Fountain Wealth Partners
Unified advisory:
Proactive coordination with your estate planning attorney and CPA to synchronize asset titling and tax schedules.Fountain Wealth Partners
Open architecture:
Independent selection of institutional, low-cost index funds and ETFs with no proprietary sales quotas.Fountain Wealth Partners
Direct senior partner access:
Work directly with David Fountain, CFP® professional, backed by 30 years of local firm heritage serving North Fulton since 1996.David Fountain, CFP® — Founder & Lead Advisor
LET'S TALK
Get a clear, objective review of your trust and estate plan
We provide a confidential assessment of your trust funding, asset titling, beneficiary designations, tax exposure, and portfolio alignment with zero cost or obligation.
Direct partner access with David Fountain, CFP® professional • In-person at 12600 Deerfield Parkway, Suite 100, Alpharetta or via secure video • No sales slide decks • 100% confidential • (770) 650-9392
What our clients say
Verified client experiences reflect our commitment to fiduciary transparency, proactive legacy protection, and multi-generational peace of mind.
TESTIMONIALS HERE
SEC Rule 206(4)-1 Disclosure: Testimonial provided by a current client who has not received cash or non-cash compensation, directly or indirectly, for this statement. Testimonials may not be representative of the experience of other clients and provide no guarantee of future investment performance or estate planning success. Working with Fountain Wealth Partners does not ensure a specific level of portfolio return or legacy outcome.
Our straightforward 3-step onboarding roadmap
Our structured onboarding process delivers a complete, written estate and financial roadmap before you make any commitment to work together.
Learn how our Financial Planning Process builds and protects wealth
Clarify your legacy goals in a 20-minute discovery call: We review your family priorities, examine your current trust documents and balance sheet structure, and confirm mutual fit.
Review your written estate and tax roadmap: We examine your legal documents, asset titling, and tax returns, delivering a clear written executive summary of identified trust gaps, SECURE Act tax risks, and transparent fee schedules—yours to keep with no obligation.
Implement your plan with ongoing fiduciary care: When you partner with us, we transfer your accounts in-kind via ACATS to avoid triggering capital gains taxes, coordinate directly with your estate attorney and CPA, and conduct regular strategy reviews.
Frequently asked questions about trust and estate administration
Direct answers to common questions regarding trust administration, fiduciary standards, custodial safety, and tax coordination across North Fulton.
Why do I need an estate planning financial advisor in Alpharetta if I already have an estate attorney?
Attorneys draft essential legal documents such as wills and trusts, but they generally do not retitle investment accounts, execute ACATS transfers, model multi-year tax projections, or manage portfolio liquidity. As your fee-only fiduciary advisor for trust estate administration in Alpharetta, Fountain Wealth Partners bridges this operational gap by ensuring your investment portfolio, beneficiary designations, and retirement accounts remain fully synchronized with your legal estate plan.
How does the SECURE Act affect inherited IRAs and trust distributions?
The SECURE Act eliminated the lifetime stretch IRA for most non-spouse beneficiaries, requiring inherited pre-tax retirement accounts to be fully distributed within 10 years of the owner's death. This requirement can push beneficiaries into their highest income tax brackets during peak earning years. We model multi-year Roth conversion schedules and coordinate trust distribution provisions to minimize the lifetime and generational tax impact on your family.
How are our investment and estate assets protected?
Fountain Wealth Partners never takes direct custody of your funds. All client accounts are held in your name at leading, independent, SIPC-insured institutional custodians such as Charles Schwab. You maintain 24/7 direct online access to your accounts and receive independent monthly statements directly from the custodian.
Will you collaborate directly with our estate attorney and CPA?
Yes. Direct, proactive collaboration is central to our advisory model. We do not replace your estate planning attorney or CPA; instead, we coordinate with them throughout the year, providing verified asset titling inventories, cost-basis schedules, and realized gain and loss summaries to keep your legal and tax strategies aligned.
What is your advisory fee schedule for estate and trust administration?
We operate on a transparent, tiered fee-only schedule calculated as an annual percentage of assets under management (AUM) or through a defined comprehensive planning engagement. Our advisory fee percentage scales downward as household assets increase, scaling below 1.00% for seven-figure portfolios, ensuring objective, unconflicted advice with zero commissions or hidden transaction costs.
FEES & TRANSPARENCY
Transparent, flat-fee pricing. No surprises
We believe you should know exactly what you are paying for and what you are getting in return. We operate under a transparent, flat fee-only pricing model.
Zero Commissions: We never profit from product sales or transactions
Zero Hidden Costs: No referral fees, third-party incentives, or asset-under-management markups
Complete Alignment: Our flat-fee structure ensures our incentives are completely aligned with your long-term financial security
Align your family legacy with an integrated fiduciary estate plan
Schedule a confidential conversation with David Fountain, CFP® professional, to review your trusts, asset titling, and multi-generational tax exposure.
Direct partner access with David Fountain, CFP® professional • In-person at 12600 Deerfield Parkway, Suite 100, Alpharetta or via secure video • (770) 650-9392
Regulatory & Trademark Disclosures
Advisory services offered through Financial Consultants Group, Inc., an SEC Registered Investment Advisor. Fountain Wealth Partners is a marketing name for advisory services. Advisory services are only offered to clients or prospective clients where Fountain Wealth Partners and its representatives are properly licensed or exempt from licensure. Fountain Wealth Partners provides investment advisory and financial planning services. Clients should consult their qualified tax professional and estate planning attorney regarding specific legal and tax situations.
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Terms of Service
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
