Fusion Family Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,370,685,082
Clients
359
Advisors
5
of 8 employees
About
Fusion Family Wealth, LLC provides investment advisory and retirement plan consulting services to individuals, high‑net‑worth clients, related trusts and estates, and pension and profit‑sharing plans. The firm offers both discretionary and non‑discretionary portfolio management and may provide stand‑alone financial planning or consulting when specifically requested.
Fusion tailors asset allocations and written investment policy statements to client objectives, time horizon, and risk tolerance, typically using mutual funds, ETFs and unaffiliated independent managers while occasionally retaining legacy positions for tax or strategic reasons. It also offers account aggregation and reporting for excluded assets and discloses use of certain AI tools under an internal AI Policy to support analysis and monitoring.
Compared with many team firms, Fusion’s scale is unusual: the brochure reports about $1.44 billion in client assets across a four‑advisor team, implying materially higher AUM per advisor than is typical for its peer group. The firm also discloses multiple external affiliations and platform relationships — including a minority‑owner relationship with Merchant Wealth Partners, engagement with LibertyFi/WAGN, use of Opto for private fund due diligence, a relationship with Piton for fixed‑income allocations, and custodial arrangements with Fidelity and Pershing — which provide operational support and introduce the potential conflicts and third‑party relationships described in its brochure.
Client services
Expertise
Occupation focus
Fee options
$0 - $3,000,000: 1.10% Over $3,000,000 - $10,000,000: 0.95% Above $10,000,000+: 0.80%
Generally $300 per hour for stand-alone financial planning and consulting services
Account minimum: $5 million Fee-only: Negotiable financial planning and consulting fees, generally $300 per hour
Main office
88 Froehlich Farm Boulevard, Suite 401
Woodbury NY 11797
Advisors at this office
5
Most active in
California · Connecticut · Florida · Massachusetts · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Fusion Family Wealth, LLC · Tactical Advisor 11, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Brett S
Series 63, Series 66
Woodbury, NY
Fusion Family Wealth, LLC
Brett Stanton is a financial advisor at Fusion Family Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fusion since 2016. Prior to that, he was employed at Sterling Monroe Securities, LLC and Consolidated Portfolio Review Corp from 2011 to 2016. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans by providing investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in client assets across five advisors and employs client-specific investment policies with diversified allocations including mutual funds, ETFs, independent managers, and individual equities and fixed income.
Harvey R
Series 63, Series 65
Woodbury, NY
Fusion Family Wealth, LLC
Harvey Radler is a financial advisor at Fusion Family Wealth, LLC with 7 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fusion Family Wealth since 2013. Outside of his advisory role, Radler serves as Vice President of the 870 Fifth Avenue Corporation and Secretary of the Atlantic Golf Club. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services along with financial planning and retirement plan consulting. The firm manages approximately $1.2 billion in client assets across five advisors, focusing on client-specific investment policy implementation and ongoing portfolio monitoring.
Jonathan B
Series 63, Series 65
Woodbury, NY
Fusion Family Wealth, LLC
Jonathan Blau is a financial advisor at Fusion Family Wealth, LLC in Woodbury, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans by providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in assets across five advisors and employs client-specific investment policy statements with diversified portfolio allocations.
Jeff B
Series 66
Woodbury, NY
Fusion Family Wealth, LLC
Jeff Blick is a financial advisor at Fusion Family Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has been with Fusion Family Wealth since 2013. Fusion Family Wealth, LLC provides investment advisory and retirement plan consulting services to individuals, high-net-worth clients, related trusts and estates, and pension and profit-sharing plans. The firm customizes asset allocations and investment policy statements based on client objectives, time horizon, and risk tolerance, utilizing mutual funds, ETFs, and independent managers.
James C
Woodbury, NY
Fusion Family Wealth, LLC
James Cloudman Jr. is a financial advisor with Fusion Family Wealth, LLC in Woodbury, NY. He holds four years of industry experience and has been with Fusion Family Wealth since 2013. Fusion Family Wealth serves individuals, high-net-worth clients, related trusts and estates, and retirement plans, providing discretionary and non-discretionary investment advisory services, retirement plan consulting, and financial planning. The firm manages approximately $1.2 billion in client assets across five advisors and employs client-specific investment policy statements with ongoing portfolio monitoring.
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