John Paul Fountain

Palomar Advisors INC.

27 Years of Experience

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Firm Information

Palomar Advisors INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

2 advisors

Number of Clients

67 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$76.0M

Fee Structure

This brochure provides supplemental information about Spencer Carlson. Please refer to Palomar Advisors Inc.'s ADV Part 2A brochure for fee information.

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Advisor Information

Office location

Temecula, CA

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Regulatory History (2)

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Employment Separation After Allegations

December 2013

Customer Dispute

November 2009

Denied

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Other 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.