Walter Thomas
GoalFusion Wealth Management · Austin, Texas
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.
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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 |
| SEC registration | Investment adviser representative in TX · CRD 7993963 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.goalfusion.com |
How Walter'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 Walter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
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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