Fusion Planning LLC
RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$75.5K
Accounts
37
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338879
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.4%
- Individuals29.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fusion Planning LLC is an owner-operated independent registered investment adviser organized as an LLC that works primarily with individuals and families. The firm offers financial planning and portfolio management services, and also serves small business clients. Its client fees are charged as a percentage of assets under management and via fixed-fee arrangements. Fusion Planning is not flagged as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1David Paul
OwnerCRD 2664970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations