GoalFusion Wealth Management

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Client assets under management

$237,747,095

Clients

302

20% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

101

High

Average account size

$787,242

About

GoalFusion Wealth Management serves individual and high‑net‑worth clients, as well as trusts, retirement plans and business entities, providing discretionary asset management, financial planning and retirement plan consulting. The firm manages roughly $238 million in discretionary assets for about 300 clients and delivers tailored portfolios alongside written and standalone planning engagements.

The firm constructs portfolios from stocks, bonds, ETFs, options and other public and private securities and applies a mix of fundamental, technical, quantitative and sector analysis while maintaining duration targets and periodic rebalancing. Its advisory practice permits the use of margin and options in client accounts and monitors accounts regularly, with investment decisions implemented within client‑agreed objectives and risk tolerances.

Distinctive features include an affiliated tax consulting practice (a separately contracted accounting/tax service offered by an affiliated company), a requirement that clients custody assets at Charles Schwab & Co., Inc., and participation in a national lead‑generation/endorsement program (SmartVestor™/Ramsey Solutions). The combination of an affiliated tax service, directed custody requirement, use of leverage in managed accounts, and public endorsement/lead‑generation relationships is less common among similar supported advisory firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Cash flow / budgeting

Fee options

Fixed

Financial Planning & Consulting fees up to $3,000 (recurring or one-time fees)

Percentage

up to 1.20% annually (maximum annual fee for Asset Management)

Main office location

GoalFusion Wealth Management

Austin TX, United States

Number of offices

Most active in

California · Georgia · Louisiana · Nebraska · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 512-593-6367

Advisors at this firm

Jared M

CFP®, Series 66

Austin, TX

GoalFusion Wealth Management

Jared McBride is a CFP® and Series 66-licensed financial advisor with 10 years of industry experience. He is currently with GoalFusion Wealth Management and has prior experience at Ameriprise Financial Services. In addition to his advisory work, McBride owns and operates GoalFusion Tax Consulting LLC, providing tax planning and preparation services. GoalFusion Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with discretionary asset management and financial planning. The firm manages approximately $199 million and employs a blend of fundamental, quantitative, and technical analysis to create tailored investment portfolios.

Options & derivatives strategies Cash flow / budgeting

Cary L

CFP®, Series 63

Austin, TX

GoalFusion Wealth Management

Cary Laudadio is a CFP® with 26 years of industry experience, currently serving as an advisor at GoalFusion Wealth Management since 2020. Prior to this, he spent 15 years at Ameriprise Financial Services, Inc. in Austin, TX. GoalFusion Wealth Management provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm manages approximately $199 million across nearly 300 client relationships, employing a blend of fundamental, quantitative, and technical analysis alongside asset-allocation and rebalancing strategies.

Options & derivatives strategies Cash flow / budgeting

Walter T

Series 65

Austin, TX

GoalFusion Wealth Management

Walter Thomas is a financial advisor at GoalFusion Wealth Management with one year of industry experience. He holds a Series 65 designation and has worked in roles including tax consulting and nonprofit ministry. GoalFusion Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $199 million across about 295 client relationships, employing a blend of fundamental, quantitative, and technical analysis alongside asset allocation and periodic rebalancing to align portfolios with clients’ objectives and risk tolerances.

Options & derivatives strategies Cash flow / budgeting

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