A complete list of active advisors currently associated with Fusion Planning LLC

Warmer can help you find a great advisor at Fusion Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fusion Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Paul Jr.	Wooster, OH	28

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