David Paul is a registered investment advisor at Fusion Planning LLC, based in Wooster, OH, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 37 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.08% |
| $100K - $250K | 0.96% |
| $250K - $1.0M | 0.84% |
| $1M+ | 0.72% |
Portfolio management fees are generally negotiable.
Fee Estimator
Location
Wooster, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David works as a consultant, dedicating a few hours per week to the activity. He receives $5,000 in compensation.
Employment History
Current Registrations
Fusion Planning LLC
Previous Registrations
Stirlingshire InvestmentsBroker
Stirlingshire Investments
Golden Reserve RIA, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Gretchen Carr, CFPApollo Wealth Management
- Terri Frazer, ChFCState Farm Investment Management CORP.
- Dennis Marvin, CFPStratos Wealth Partners, LTD
- Stefan Garcia, CFPLifetime Financial Advisors LLC
- Joshua Hartzler, CFPOn Investment Management CO
- John-Mark Young, CFP, ChFCWhitaker-Myers Wealth Managers, LTD.