Fusion Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,878,229
Total clients
29
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$99,249
About
Fusion Financial provides portfolio management and financial planning services primarily to individual clients and, on occasion, to small businesses and non‑profits. The firm reports managing about $2.9 million across roughly 29 client relationships and offers written comprehensive plans, annual reviews, and both discretionary and non‑discretionary account management.
The firm’s investment approach combines fundamental and technical analysis and typically uses exchange‑listed stocks, mutual funds, ETFs, bonds, stock options and, rarely, private placements; it does not use margin or other leveraged products. Accounts are monitored on a regular basis, clients may impose investment restrictions, and strategies range from passive, income‑oriented allocations to more active growth-oriented portfolios depending on client goals and risk tolerance.
A distinctive feature is that the firm’s principal also holds insurance, real‑estate broker and mortgage‑originator licenses and may implement insurance, real‑estate or mortgage recommendations for clients; such transactions generate separate commissions and are disclosed as potential conflicts of interest requiring client consent. The brochure also notes the adviser’s use of a recommended custodian that provides proprietary research tools (soft‑dollar benefits) and that insurance or other product commissions are collected in addition to advisory fees.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
Comprehensive Financial Plan: $5,000 to $100,000 fixed fee; Annual Financial Plan Review: $2,000 fixed fee
$0 - $100,000: 2.5% per annum $100,001 - $500,000: 2.0% per annum $500,001+: 1.5% per annum
Insurance commissions (approximately 5% of IA Reps’ business) and real estate and mortgage commissions separate from advisory fees
$400 per hour for Separate Financial Planning Consultations
Account minimum: $20,000 for individuals; $50,000 for small businesses and non-profits (may be waived for select friends, family, or non-profits) Fee-only: Management fees and financial planning fees; no commissions on securities sales (except insurance and real estate commissions separately)
Main office location
Fusion Financial
23276 S. Pointe Dr. Suite 111
Laguna Hills CA 92653, United States
Number of offices
2
Most active in
Fusion Financial has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Forms ADV
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