Cary Laudadio
GoalFusion Wealth Management · Austin, Texas
Cary Laudadio is a fee-only financial advisor at GoalFusion Wealth Management in Austin, Texas, who holds the CFP credential. Cary focuses on equity compensation, estate & legacy planning and retirement planning. GoalFusion Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | GoalFusion Wealth Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $238.5M across 927 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4038531 |
| Exams passed | Series 63 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.goalfusion.com |
| Profile |
How Cary's firm compares
- GoalFusion Wealth Management's average account is about $257,000, from its Form ADV (assets managed divided by 927 accounts).
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Questions about Cary
Is Cary Laudadio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cary holds no broker registration, and GoalFusion Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cary charge for financial advice?
Cary's firm, GoalFusion Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Cary Laudadio based?
Cary Laudadio is based in Austin, Texas.
What does Cary specialize in?
Cary's specialties include equity compensation, estate & legacy planning, retirement planning and tax planning.
What credentials does Cary Laudadio hold?
Cary Laudadio holds the CFP credential.
Is Cary Laudadio registered with the SEC?
Yes. Cary Laudadio is registered as an investment adviser representative in TX (CRD 4038531), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GoalFusion Wealth Management manage?
GoalFusion Wealth Management reports $238.5M across 927 accounts in assets under management.
How do I contact Cary Laudadio?
Through Cary's website, www.goalfusion.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- GoalFusion Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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