Updated:
GoalFusion Wealth Management
GoalFusion Wealth Management is a Registered Investment Advisory (RIA) firm and fee-only fiduciary advisor providing personalized wealth management and...
GoalFusion Wealth Management
GoalFusion Wealth Management is a Registered Investment Advisory (RIA) firm and fee-only fiduciary advisor providing personalized wealth management and financial planning. The firm focuses on holistic financial planning, long-term plans, and diversified investments for individuals, couples, families, and businesses. Clients receive 1:1 financial advice, a personalized plan reviewed regularly, and access to a client web portal.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Principals
Cary Laudadio
Founding Partner, Private Wealth Advisor | CFP® | CRPC®
Jared McBride
Founding Partner, Private Wealth Advisor | CFP® | EA | CTP® | MBA
Walter Thomas
Private Wealth Advisor
Sandy Allen
Practice Manager
Jacob Stivers
Financial Planning Specialist
Frequently asked questions
Is GoalFusion a fiduciary, and what does that mean for client accounts?
GoalFusion Wealth Management operates as a Registered Investment Advisor, which legally obligates the firm to act as a fiduciary. This means it must place client interests ahead of its own, disclose conflicts of interest, and seek best execution on trades. The fiduciary standard is stronger than the suitability standard applied to broker-dealers.
Does GoalFusion manage money on a discretionary basis or only offer advice?
GoalFusion provides both financial planning and discretionary portfolio management. Clients can delegate day-to-day investment decisions — including security selection and rebalancing — directly to the firm. The specific level of discretion is defined in each client's investment advisory agreement.
Who is the primary client base for GoalFusion?
GoalFusion serves individuals and families, with a geographic concentration in Central Texas — particularly Austin-area professionals, executives, and retirees. The firm's focus on goals-based planning attracts clients with complex financial situations who need coordination across retirement, tax, estate, and investment dimensions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: