FUSION PLANNING LLC

FUSION PLANNING LLC is an SEC-registered investment adviser (CRD 338879). Regulatory assets under management: $2.8M.

Registration

• CRD: 338879
• Type: Registered investment adviser
• Phone: 330-347-5430
• Latest filing: 2026-03-31
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338879 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search