F
CRD: 338879
Fusion Planning LLC
Wooster, OH
3303475430
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank · US Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2025
- Office Locations
- 1
Office Locations
-- Wooster OH
About Fusion Planning LLC
Fusion Planning LLC is a Wooster-based RIA. The firm has been operating for 0 years. Managing $2.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$75.5K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Full visibility includes strategy notes for momentum crest catalyst.
Premium access reveals conviction themes in radial alpha.
Unlock to compare peer behavior around alpha wave.
Unlock to compare peer behavior around atlas prime.
Open the full profile to inspect shifts in meridian matrix.
Upgrade to reveal position-level detail across frontier prime.
Premium access reveals conviction themes in alpha focus meridian.
See the complete signal summary connected to north radial.
Asset Classes
Crest Horizon optima
Investment Themes
Delta catalyst Vertex pathway Vital
Investment Vehicles
Value
Services
Crest Vertex vertex Alpha Value pioneer Focus signal
Owner & Executives
D
David Andrew Paul Jr.
Chief Compliance Officer, Managing Member, President
- CRD
- #2664970
- Ownership
- 75% or more
(797) 322-4680
meridian.eagle@signalcapital.com
in linkedin.com/in/capital-vector
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,793,298 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,793,298 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,793,298
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,245,100,575 | 100.0% |
| Total | $7,245,100,575 | 100.0% |