COPPELL ADVISORY SOLUTIONS LLC
SEC RegisteredCONTROL YOUR PAYOUTS, PRODUCTS, AND TIME
About the firm
Fusion is a tech-enabled RIA delivering financial freedom to financial advisors, led by a commitment to pricing its solutions differently than other broker-dealers and RIAs. Using an integrated platform, Fusion empowers advisors to run their practice with efficiency, flexibility, and control, combining innovative fintech with a deep operational infrastructure.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Simplified technology, asset management, and ops support for financial advisors, including streamlined account opening, multi-custodial capabilities, transparent pricing and payouts, portfolio solutions with proprietary models and alternative investments, investment research and consulting, ongoing education and training, and succession/sale facilitation.
Who they serve
Entrepreneurial, independent financial advisor business owners, many of whom got their start in the insurance industry building annuity practices and are looking to expand into investment advisory services and recurring fee-based revenues.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8,695 | $814M |
| High Net Worth Individuals | 153 | $289M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
15 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
85 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 2.00% |
| Next $500,000 | 1.75% |
| Next $1,500,000 | 1.50% |
| Over $2,500,000 | — |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COPPELL ADVISORY SOLUTIONS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched