Cary
Laudadio
Goalfusion Wealth Management
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About this Advisor
Cary Laudadio is a certified financial planner operating out of Austin, Texas with a total of 3 years of relevant experience. Laudadio works at Goalfusion Wealth Management. Throughout their career, Laudadio has worked at Ameriprise Financial Services, Inc and Goalfusion Wealth Management, LLC. Laudadio maintains a Series 63 license, qualifying them as a securities representative, and is registered to operate in Texas. Goalfusion Wealth Management is an advisory company with a branch in Austin, Texas. The company has offices in two locations and just three advisors. It manages $127 million in assets among its 850 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 850 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice usually depend on which service is offered. However, fee types charged by Goalfusion Wealth Management most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goalfusion Wealth Management Brokerage Details
$126,602,511
3
850
$148,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Cary Laudadio Work History
Cary has been registered as a financial advisor for 3 years.*
Goalfusion Wealth Management, LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cary Laudadio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Goalfusion Wealth Management
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
