# Walter Thomas

> Walter Thomas is a fee-only financial advisor at GoalFusion Wealth Management in Austin, Texas. Walter 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/walter-thomas/
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
- **Specialties:** Equity compensation, Estate & legacy planning, Retirement planning, Tax planning
- **CRD:** 7993963 (https://adviserinfo.sec.gov/individual/summary/7993963)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.goalfusion.com

## Frequently asked questions

### Is Walter Thomas a fee-only financial advisor?

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

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

### Where is Walter Thomas based?

Walter Thomas is based in Austin, Texas.

### What does Walter specialize in?

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

### Is Walter Thomas registered with the SEC?

Yes. Walter Thomas is registered as an investment adviser representative in TX (CRD 7993963), 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 Walter Thomas?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7993963): 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.