Goalfusion Wealth Management

RIASEC RegisteredEst. 2021

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, SEC‑registered registered investment adviser organized as an LLC and owner‑managed. The firm began SEC registration in 2021 and focuses on individual and family clients rather than institutional capital allocation. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients, plus pension consulting. Fee arrangements combine a percentage of assets under management and fixed fees. Goalfusion does not self‑identify as an active ESG investor and is not structured as a multi‑state or related adviser; it lists an accountant among its industry affiliations.