Goalfusion Wealth Management

RIASEC Registered

Total AUM

$238M

Discretionary

$238M

100% of AUM

Avg account

$257K

Accounts

927

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 309756
Registered since: April 19, 2021
Website: www.goalfusion.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI58.19%
Individuals41.51%
Corporations / Businesses0.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Goalfusion Wealth Management is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2021) and is owned by an individual. Its client base focuses on individuals and families, and it charges fees based on a percentage of assets under management as well as fixed fees. Core advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients; pension consulting is also listed among its advisory activities. The firm is not identified as an institutional capital allocator and does not report active ESG investing.