# GoalFusion Wealth Management

GoalFusion Wealth Management is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** goalfusion.com
- **LinkedIn:** https://www.linkedin.com/company/cary-laudadio-cfp%c2%ae-crpc%c2%ae-2953896

## Regulatory record

- **CRD number:** 309756
- **SEC file number:** 801-120866
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309756

## About

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.

## People

- 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

## 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.

## Related profiles

- [GO Wealth Management](https://altss.com/profile/go-wealth-management)
- [Goldenstone Wealth Management](https://altss.com/profile/goldenstone-wealth-management)

---

Last updated: 2026-08-11T15:06:49.768Z

Canonical page: https://altss.com/profile/goalfusion-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology