Advisor at Fusion Planning LLC
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David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.
Based on Fusion Planning LLC
$0 - $99,999: 1.08% $100,000 - $249,999: 0.96% $250,000 - $999,999: 0.84% $1,000,000+: 0.72%
Commissions received for sale of insurance products by an insurance agent affiliated with the firm
Fee-only: Fixed fees between $1,200 and $6,000 for financial planning
Wooster, OH
Ohio
Fusion Planning LLC
2025 - Present (1 year)
Stirlingshire Investments
2024 - 2025 (1 year)
Golden Reserve RIA, LLC
2023 - 2024 (1 year)
Fusion Financial, Inc.
2022 - Present (4 years)
U.S. Bancorp Investments, Inc.
2021 - 2022 (1 year)
Suncoast Credit Union
2014 - 2021 (7 years)
Cuna Brokerage Services, Inc.
2014 - 2021 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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