# Jared McBride

> Jared McBride is a fee-only financial advisor at GoalFusion Wealth Management in Austin, Texas, who holds the CFP credential. Jared 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.

Page: https://find.wellspent.co/advisors/jared-mcbride/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** GoalFusion Wealth Management
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $238.5M across 927 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Estate & legacy planning, Retirement planning, Tax planning
- **CRD:** 6090029 (https://adviserinfo.sec.gov/individual/summary/6090029)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.goalfusion.com

## Frequently asked questions

### Is Jared McBride a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared 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 Jared charge for financial advice?

Jared's firm, GoalFusion Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jared McBride based?

Jared McBride is based in Austin, Texas.

### What does Jared specialize in?

Jared's specialties include equity compensation, estate & legacy planning, retirement planning and tax planning.

### What credentials does Jared McBride hold?

Jared McBride holds the CFP credential.

### Is Jared McBride registered with the SEC?

Yes. Jared McBride is registered as an investment adviser representative in TX (CRD 6090029), 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 Jared McBride?

Through Jared's website, www.goalfusion.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6090029): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.goalfusion.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.