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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2013
- Office Locations
- 1
Office Locations
About Fusion Financial
Fusion Financial is an owner-led boutique in Laguna Hills, CA providing personalized financial planning for individuals, families, and business owners, including tax, estate, and insurance planning alongside portfolio construction. Portfolios emphasize asset allocation delivered primarily through ETF-based SMAs, and the practice supports client access via Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $99.2K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Fusion Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AMIRREZA KAYYAL
FINANCIAL PLANNER, President
- CRD
- #4914434
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,878,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,878,229 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fusion Financial has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.