Fusion Financial fees and pricing
Financial planner in Laguna Hills, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Fusion Financial charges $400 an hour and a flat or project fee of $2,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Comprehensive Financial Plan Annual Financial Plan Review Separate Financial Planning Consultations Fee Type & Amount $5,000 -$ 100,000 fixed fee $2,000 fixed fee $400 hourly fee Form ADV Part 2:”
- Flat or project fee
- $2,000-$100,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fusion Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As the management fees are charged in arrears, Fusion Financial does not offer refunds as services have already been performed.”
- “For the first quarter a Client engages Fusion Financial or if a Client terminates the service during the quarter, the fee will be prorated for only those days that Fusion Financial rendered its services.”
- “This statement/invoice will reflect the amount of the fee, the value of the assets upon which the fee was based, and the specific manner in which the fee was calculated.”
How Fusion Financial’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Laguna Hills that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$100,000 spans the California median of $5,000. 98% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Laguna Hills that publish a flat or project fee charge less.
About Fusion Financial
“Types of Clients Fusion Financial will provide advisory services to various types of Clients, including: Individuals: The majority of Fusion Financial’s Clients will be individuals seeking financial planning and management services for their personal accounts.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Business owners
- Equity compensation
- Insurance analysis
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
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 29
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,878,229
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 166026
- Phone
- (949) 457-2500
Other planners in Laguna Hills that publish fees
- Embarcadero Capital Advisors, Inc.Laguna Hills$450/hr, $6,000/yr
- Laguna Financial AdvisoryLaguna Hills$300/hr, $500-$10,000
- The Financial Coaching Group, Inc.Laguna Hills$200-$2,000
- Vere ChappellLaguna Hills$200/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.