Coppell Advisory Solutions LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fusion charges an hourly fee of $300 for Clients who request specific services (such as a modular plan or hourly consulting services) and do not desire a broad based written financial plan.”

Flat or project fee

$1,000⁠-⁠$20,000

“Fusion will charge a fixed fee that ranges from $1,000.00 to $20,000.00, for broad based planning services.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Coppell Advisory Solutions LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In some cases, we may invoice the Client directly for the payment of fees.”
• “Fusion’s annual fee will be pro-rated through the date of termination and the Client will be charged any remaining balance, in a timely manner by directly debiting the account or sending an invoice directly to Client.”
• “Our financial planning fees are negotiable.”

How Coppell Advisory Solutions LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 25 of the 56 other planners in Dallas that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Texas median of $3,850. 83% of the 401 other Texas planners that publish a flat or project fee charge less.
• 42 of the 51 other planners in Dallas that publish a flat or project fee charge less.

About Coppell Advisory Solutions LLC

• Firm size: 87 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

8,848

Employees

87

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$1,102,901,302

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

156549

Website

fusioncm.com (opens in new tab)

Phone

(817) 888-8020

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Dallas that publish fees

• Aci Wealth AdvisorsDallas$250/hr
• Advisor Resource CouncilDallas$100⁠-⁠$500/hr, $50⁠-⁠$15,000
• AfroblocDallas$300/hr
• Algotech Financial LLCDallas$3,000
• Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
• Artham AdvisorsDallas$350/hr, $500⁠-⁠$2,500

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