David Paul
Fusion Planning · Wooster, Ohio
David Paul is a fee-only financial advisor at Fusion Planning in Wooster, Ohio. Fusion Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Fusion Planning |
|---|---|
| Based in | Wooster, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.8M across 37 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2664970 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
How David's firm compares
- Fusion Planning's average account is about $75,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about David
Is David Paul a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Fusion Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Fusion Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Paul based?
David Paul is based in Wooster, Ohio.
Is David Paul registered with the SEC?
Yes. David Paul is registered as an investment adviser representative in OH (CRD 2664970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fusion Planning manage?
Fusion Planning reports $2.8M across 37 accounts in assets under management.
How do I contact David Paul?
Contact details aren't on file yet. Search for Fusion Planning.
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
- 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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