A complete list of active advisors currently associated with Smith Company Financial Advisors / Fusion Funds

Warmer can help you find a great advisor at Smith Company Financial Advisors / Fusion Funds or one who fits your needs even better.

Fusion Advisor (doing business as Smith Company Financial Advisors / Fusion Funds) is a California-registered investment adviser that provides non-discretionary investment advisory services to individual clients, delivering asset allocation guidance and portfolio recommendations tailored to each client’s financial circumstances, objectives, and risk tolerance. As of December 31, 2024, the firm managed approximately $400,000 in client assets and offers model allocations and rebalancing guidance. The firm’s work centers on asset allocation analysis and portfolio construction, with recommendations subject to client review and approval; Fusion Advisor does not place trades or exercise discretionary authority. Client accounts are reviewed periodically based on need, and clients retain responsibility for selecting custodians and executing transactions, with the firm offering general assistance if requested. Noteworthy for a firm in an investment-manager category, Fusion Advisor primarily serves individual, non-discretionary accounts rather than pooled or institutional mandates, an arrangement that is less common among peers. Fees are negotiated individually and may include percentage-of-assets or fixed arrangements; the firm does not charge performance-based fees, does not have custody of client assets, and is unaffiliated with any broker-dealer or referral compensation arrangements.

To learn more about the advisors currently working at Smith Company Financial Advisors / Fusion Funds, 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.