Jared McBride
GoalFusion Wealth Management · Austin, Texas
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.
Request an introduction to Jared →
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 6090029 |
| Exams passed | Series 66 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.goalfusion.com |
| Profile |
How Jared's firm compares
- GoalFusion Wealth Management's average account is about $257,000, from its Form ADV (assets managed divided by 927 accounts).
Request an introduction to Jared
Tell Jared a little about what you're looking for. Jared isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jared
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.
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.
See something wrong? Request a correction. Read our methodology.