Fusion Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fusion Planning LLC provides portfolio management and financial planning to individuals and high‑net‑worth individuals, managing about $2.8 million across roughly 37 client relationships. Services include written investment policy statements, asset allocation and selection, ongoing portfolio monitoring, and planning work on retirement, tax, insurance and college funding.
The firm combines fundamental analysis, modern portfolio theory and technical analysis and generally pursues a long‑term trading approach, implementing portfolios with mutual funds, ETFs (including precious‑metal ETFs), fixed income, real estate funds and annuities. It typically seeks discretionary trading authority, delivers quarterly account reports via the custodian, and requires clients to custody assets at Altruist.
Compared with many peers, Fusion’s client mix is oriented toward high‑net‑worth individuals and, per its disclosures, it does not maintain non‑high‑net‑worth individual clients, which is less common for independent advisers. The firm’s principal also operates as a licensed insurance agent and discloses that insurance or annuity recommendations may generate commissions; the brochure states these conflicts are documented and disclosed to clients.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $1,200 and $6,000.
$0 - $99,999: 1.08% $100,000 - $249,999: 0.96% $250,000 - $999,999: 0.84% $1,000,000+: 0.72%
Insurance product sales commissions accepted by supervised persons, but commissions are not the primary source of advisory compensation.
Main office
Wooster OH
Advisors at this office
1
Most active in
Ohio
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.
Forms ADV
Quick links
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