Fusion Advisors
- Company typePrivate
- Founded1973
- HeadquartersSan Antonio, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Fusion Advisors firmographics
Firmographics- Name
- Fusion Advisors
- Legal name
- Fusion Advisors, Inc.
- Website
- https://fusionadv.com
- Company type
- Private
- Founded year
- 1973
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Fusion Advisors industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Fusion Advisors is headquartered
LocationHeadquarters
- HQ city
- San Antonio
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fusion Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Financial Advisory Services: The firm provides investment advisory, brokerage, and financial planning services through alignment with Cambridge Investment Research, which provides integrated technology, clearing, compliance services, training, and independent research.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Fee-based advisory services through Cambridge Investment Research |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Fusion Advisors product offering
Product offeringCore offering
Fusion Advisors is a privately held independent financial advisory firm offering personalized wealth management, retirement planning, investment advisory, insurance, and estate planning services to professionals and business owners. The firm delivers fee-based advisory and brokerage services through an alignment with Cambridge Investment Research, providing objective recommendations across IRAs, annuities, 529 college savings plans, and insurance products without proprietary product conflicts.
Product overview
Fusion Advisors offers a comprehensive suite of financial advisory services organized around three core areas: Investments (including Wealth Management, various IRA accounts, 529 college savings plans, and variable annuities), Financial Planning (covering retirement, budget, college, and estate planning), and Insurance (including disability income, life, and long-term care insurance). The firm provides personalized financial guidance through their team of advisors, supported by educational resources, calculators, and tools. Services are delivered through independent broker-dealer Cambridge Investment Research, and the firm emphasizes a non-proprietary, objective approach to financial advice.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Comprehensive investment management services designed to help clients grow and protect their wealth over time through personalized portfolio strategies. Targeted at professionals, business owners, and families seeking long-term wealth preservation and growth.
- Investment Advisory Brokerage Accounts Brokerage accounts offering access to a wide range of investment vehicles with professional advisory support for portfolio construction and management, delivered through Registered Representatives of Cambridge Investment Research.
- Traditional IRA Tax-deferred individual retirement account allowing tax-deductible contributions with withdrawals taxed as ordinary income upon distribution. Offered to individual clients seeking retirement savings.
- Roth IRA Roth individual retirement account featuring after-tax contributions with tax-free qualified distributions and no required minimum distributions during the owner's lifetime.
- SEP IRA Simplified Employee Pension IRA for self-employed individuals and small business owners, allowing employer contributions with tax-deferred growth.
- SIMPLE IRA Savings Incentive Match Plan for Employees of Small Employers IRA combining employee salary reduction contributions with employer matching, designed for small businesses.
- College Savings Plans (Sec. 529) Tax-advantaged savings plan for qualified education expenses allowing contributions to grow tax-free when used for eligible educational costs. Targeted at families saving for education.
- Variable Annuity Tax-deferred annuity contract with variable investment options providing lifetime income guarantees based on insurance company claims-paying ability.
- Retirement Planning Strategic planning services to help clients prepare for retirement through income projections, Social Security optimization, and withdrawal strategies.
- Budget Planning Cash flow management and budgeting services to help clients understand spending patterns and optimize resource allocation.
- College Planning Education funding
Companies that use Fusion Advisors
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles2 records
Fusion Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fusion Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered flagship and core.
- Jacksonville JaguarsflagshipFusion Advisors partnered with the Jacksonville Jaguars to develop the revenue and sales strategy for the team's Stadium of the Future renovation project. The engagement aims to align product design, marketing, staffing, and sales to support both current operations and long-term transformation plans.
- Cambridge Investment ResearchcoreCambridge Investment Research provides integrated technology, comprehensive clearing and compliance services, training, and independent research. This partnership allows Fusion Advisors to focus on helping clients attain their financial goals while leveraging Cambridge's infrastructure.
- SoFi StadiumcoreFusion Advisors brings experience from stadium projects including SoFi Stadium and AT&T Stadium, demonstrating expertise in large-scale sports and entertainment venue revenue strategies.
Scale indicators2 records
Recent moves4 records
Expansion highlights4 records
Fusion Advisors competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Large national wealth management franchise targeting mass-affluent and retiree households with comprehensive financial planning and insurance. Comparable customer segment (professionals/business owners seeking retirement security) but at vastly greater scale and brand recognition.
- Kestra Financial: Independent broker-dealer and wealth management platform serving independent financial advisors across the U.S. Comparable platform/BD-relationship model to Fusion Advisors' Cambridge affiliation, with insurance and advisory product breadth.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting independent RIAs and financial advisors with wealth management, brokerage, and advisory infrastructure. A competing platform to Cambridge and the most direct scale-comparable channel peer.
- Cetera Financial Group: Independent broker-dealer and RIA platform serving independent financial advisors with brokerage, advisory, and insurance infrastructure. Comparable channel-and-platform overlap with Fusion Advisors' Cambridge affiliation.
- Focus Financial Partners: Partnership model for independent RIAs, providing capital, infrastructure, and continuity support to small and mid-sized wealth firms. Relevant as both a potential acquirer and a structural peer in the independent-wealth ecosystem.
Direct peers
- Hightower Advisors: An independent RIA and wealth management platform built by aggregating independent advisor teams. Highly comparable to Fusion Advisors in being a non-captive, conflict-free advisory model — though at materially greater scale.
- Steward Partners: Independent wealth management firm built by aggregating advisor teams, offering comprehensive financial planning, investments, and insurance to affluent individuals. Same independent-wealth DNA as Fusion Advisors, with greater scale and a partnership/employee model.
- Sanctuary Wealth: Independent wealth platform partnering with advisor teams to deliver holistic financial planning, investments, and insurance through an open-architecture model. Comparable independent-RIAs-on-a-platform structure to Fusion Advisors' Cambridge relationship.
- Mariner Wealth Advisors: Large independent RIA serving high-net-worth individuals and families with comprehensive financial planning, investment advisory, tax, and estate services. Mirrors Fusion Advisors' full-service independent wealth model at much greater scale.
Others
- Cambridge Investment Research: Independent broker-dealer and RIA platform through which Fusion Advisors offers securities and advisory services. Functions as the firm's primary infrastructure partner and ecosystem sibling.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Fusion Advisors social profiles
Digital presenceFusion Advisors compliance and trust
Trust signalCompliance4 records
Fusion Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fusion Advisors leadership team
Management profileNumber of profiles
Profiles3 records
Fusion Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fusion Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fusion Advisors
What does Fusion Advisors do?
Fusion Advisors is a privately held independent financial advisory firm offering personalized wealth management, retirement planning, investment advisory, insurance, and estate planning services to professionals and business owners. The firm delivers fee-based advisory and brokerage services through an alignment with Cambridge Investment Research, providing objective recommendations across IRAs, annuities, 529 college savings plans, and insurance products without proprietary product conflicts.
Is Fusion Advisors a public or private company?
Fusion Advisors is a private company. It is classified as family owned and is currently operating.
When was Fusion Advisors founded?
Fusion Advisors was founded in 1973. It employs 1 to 10 people.
Where is Fusion Advisors based?
Fusion Advisors is headquartered in San Antonio, United States, in the North America region.
How does Fusion Advisors make money?
One revenue line is on record: financial Advisory Services.
Who are Fusion Advisors's main competitors?
Broad incumbents on record are Edward Jones, Kestra Financial, LPL Financial, Cetera Financial Group and Focus Financial Partners. Direct peers are Hightower Advisors, Steward Partners, Sanctuary Wealth and Mariner Wealth Advisors. Cambridge Investment Research is listed as an others.
Does Fusion Advisors have an API?
No public API is recorded for Fusion Advisors.
What industry is Fusion Advisors in?
Fusion Advisors's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.