GoalFusion Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
GoalFusion Wealth Management reports 302 clients. They include 243 individual clients and 59 high-net-worth individuals. Of its assets, 100.0% ($238M across 927 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 80% | 42% |
| High-net-worth individuals | 20% | 58% |
| Corporations and other businesses | Fewer than 5 | <1% |
| Other | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 243 | $99M | 41.5% | $407K |
| High-net-worth individuals | 59 | $139M | 58.2% | $2.35M |
| Corporations and other businesses | Fewer than 5 | $714K | 0.3% | — |
| Other | Fewer than 5 | $7.04K | 0.0% | — |
| Total | 302 | $238M | 100% | — |
- Clients
- 243
- Regulatory AUM
- $99M
- AUM share
- 41.5%
- Avg. per client
- $407K
- Clients
- 59
- Regulatory AUM
- $139M
- AUM share
- 58.2%
- Avg. per client
- $2.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $714K
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $7.04K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 302
- Regulatory AUM
- $238M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
GoalFusion Wealth Management charges up to 1.20% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting is a flat fee: recurring fees will not exceed $3,000 a year, and one-time fees will not exceed $3,000.
- Retirement Plan Consulting
- Retirement plan consulting has a maximum annual fee of 0.50%, with fee arrangements set case by case in the consulting agreement.
Cary Laudadio owns 75% or more of GoalFusion Wealth Management. The leadership team of GoalFusion Wealth Management includes Chief Compliance Officer Jared McBride. It has 5 employees, 3 of them in advisory roles.
Leadership
Jared McBrideManaging Member & Chief Compliance Officer
Cary LaudadioManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Goalfusion Wealth Management, LLC
Cary Laudadio
Control person · since July 2020
- Owns 10% to 25% of Goalfusion Wealth Management, LLC
Jared McBride
Control person · since January 2024
GoalFusion Wealth Management’s regulatory assets grew 2.2× from $106M (March 2021) to $238M (March 2026); clients rose from 230 to 302 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $238M | 302 | 5 | 5 |
| February 2025 | $199M | 295 | 4 | 4 |
| February 2024 | $161M | 289 | 3 | 3 |
| July 2023 | $127M | 291 | 3 | 3 |
| July 2022 | $128M | 248 | 5 | 3 |
| March 2021 | $106M | 230 | 2 | 3 |
Besides its headquarters, GoalFusion Wealth Management has 4 offices (4 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Goalfusion Wealth Management, LLC
- Headquarters
- Not reported
- Website
- goalfusion.com
- Phone
- 512-593-6367
- SEC file
- 801-120866
- Founded
- 2011
- Structure
- Texas LLC
- Fiscal year end
- December
GoalFusion Wealth Management uses Charles Schwab ($238M) as custodian for its separately managed accounts. GoalFusion Wealth Management has custody of $43.8M in client assets for 89 clients.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $238M100%
At year end, GoalFusion Wealth Management’s separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $248M across 32 positions; the largest are iShares TR (25.2%), iShares TR (22.4%) and Vanguard Intl Equity Index F (12.8%).
What the accounts hold
- Stocks5%
- Funds94%
- Cash1%
Reported 13F holdings
- $248M
- Reported 13F value
- 32
- Positions
- 91.6%
- In the 10 largest
- +12.3%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF25.2%
- iShares TR · Core US Aggbd ET22.4%
- Vanguard Intl Equity Index F · TT Wrld ST ETF12.8%
- Vanguard Scottsdale Fds · Int-term Corp.8.8%
- Vanguard Index Fds · Small CP ETF7.0%
- Vanguard Index Fds · Growth ETF4.3%
- Vanguard Index Fds · Value ETF4.0%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF2.7%
- SPDR Gold TR · Gold Shs2.4%
- Vanguard World FD · Energy ETF2.1%
Together, the ten largest are 91.6% of reported value.
How many clients does GoalFusion Wealth Management have?
GoalFusion Wealth Management has 302 clients and manages $238 million for them, as of March 2026. They include 243 individual clients and 59 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does GoalFusion Wealth Management offer?
GoalFusion Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does GoalFusion Wealth Management charge?
GoalFusion Wealth Management charges up to 1.20% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 2 March 2026
Which custodians does GoalFusion Wealth Management use?
GoalFusion Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $238M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does GoalFusion Wealth Management have?
GoalFusion Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does GoalFusion Wealth Management invest in?
At the end of its last fiscal year, GoalFusion Wealth Management’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns GoalFusion Wealth Management?
GoalFusion Wealth Management’s direct owners are Cary Laudadio (75% or more) and Jared McBride (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does GoalFusion Wealth Management get paid?
GoalFusion Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact GoalFusion Wealth Management?
Its phone number is 512-593-6367. Its website is goalfusion.com.