# Fountain Financial & Tax

Fountain Financial & Tax is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 339090
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339090

## About

Fountain Financial & Tax is a state-registered investment adviser in Harrison, AR. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does Fountain Financial & Tax generate proprietary value for clients?

The firm's differentiator is the integration of tax preparation with financial planning, which can uncover tax-efficient strategies — such as loss harvesting, tax-location optimization, and estate-planning moves — that are more easily missed when these functions are siloed. This model reduces coordination costs for clients.

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- [PURPOSE1ST FINANCIAL](https://altss.com/profile/purpose1st-financial)
- [Securus Wealth Management](https://altss.com/profile/securus-wealth-management)

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Last updated: 2026-07-06T01:24:16.877Z

Canonical page: https://altss.com/profile/fountain-financial-and-tax

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