F
Fusion Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,793,298
Total clients
37
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$75,495
About
Fusion Planning LLC offers portfolio management and financial planning services aimed at individuals and high-net-worth individuals, creating an Investment Policy Statement for each client and providing both discretionary and non‑discretionary account management. Despite these stated services, the firm reported no assets under management and no clients as of its October 2025 filing.
The firm’s investment process combines fundamental analysis, modern portfolio theory, and technical analysis to pursue a long‑term trading approach focused on asset allocation, asset selection, and regular portfolio monitoring. It generally limits recommended investments to mutual funds, fixed income securities, real estate funds (including REITs), annuities, and exchange‑traded funds (including precious‑metal ETFs), with client risk tolerance documented in the IPS.
Distinctive aspects noted in the brochure include a requirement that clients use a specific custodian platform (Altruist) and the principal’s activity as a licensed insurance agent, which the firm discloses can result in insurance commissions and related conflicts of interest. The firm is newly formed and operated by a single management person, does not participate in wrap fee programs or accept performance‑based fees, and discloses it may receive research or services (soft‑dollar benefits) from custodians.
Client services
Financial planning
Portfolio management
Expertise
Annuities
College savings (529s, UTMA, etc.)
Life insurance needs analysis
General retirement planning
Fee options
$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
Main office location
Fusion Planning LLC
Wooster OH, United States
Number of offices
1
Most active in
Fusion Planning LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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