--- title: Fusion | Unlocking financial freedom for financial advisors description: Fusion Capital Management is a technology-enabled RIA with an integrated wealth management platform, giving financial advisors more control over their take-home pay. --- [Skip to content](https://fusioncm.com#main-content) [![](https://fusioncm.com/hubfs/Theme/logo_main.svg)](https://fusioncm.com/?hsLang=en) - [Why Fusion](https://fusioncm.com/#why-fusion) - [Who We Help](https://fusioncm.com/#who-we-help) - [What We Do](https://fusioncm.com/#what-we-do) - [How It Works](https://fusioncm.com/#how-it-works) - [Our Team](https://fusioncm.com/#our-team) - [News & Resources](https://fusioncm.com/blog) - [Get In Touch](https://fusioncm.com/get-in-touch) - [Why Fusion](https://fusioncm.com/#why-fusion) - [Who We Help](https://fusioncm.com/#who-we-help) - [What We Do](https://fusioncm.com/#what-we-do) - [How It Works](https://fusioncm.com/#how-it-works) - [Our Team](https://fusioncm.com/#our-team) - [News & Resources](https://fusioncm.com/blog) - [Get In Touch](https://fusioncm.com/get-in-touch) # CONTROL YOUR PAYOUTS, PRODUCTS, AND TIME Simplified technology, asset management, and ops support for financial advisors [Unlock the Fusion advisor advantage](https://fusioncm.com/get-in-touch?hsLang=en) Fusion is a tech-enabled RIA **delivering financial freedom** to financial advisors, led by a commitment to pricing our solutions differently than other broker-dealers and RIAs. Using an integrated platform, Fusion empowers you to run your practice with efficiency, flexibility, and control. We combine innovative fintech with a deep operational infrastructure and infinite choices for running your business the way you want.  ## WHY FUSION? ![Transparent Pricing Icon](https://fusioncm.com/hubfs/Theme/transparent_pricing.svg) Transparent Pricing Fusion's simple pricing model allows advisors to maintain control over their margins rather than being subject to a fixed payout percentage like many other solutions on the market. ![Flexibility & Control](https://fusioncm.com/hubfs/Theme/flexibility_and_control.svg) Flexibility & Control Power your business the way you want, using the products you like. You have the freedom to use third-party managers, multiple custodians, and other tools through seamless integration with our technology. ![Ability to Scale](https://fusioncm.com/hubfs/Theme/ability_to_scale.svg) Ability to Scale Automate and alleviate back-office burdens. Save time, reduce errors, and enhance your client experience by removing friction points. ## WHO WE HELP **Fusion advisors are entrepreneurial, independent business owners who thrive on sales and asset gathering.** Many of our advisors got their start in the insurance industry, leveraging strengths as sales closers to build a successful annuity practice. These advisors often reach an inflection point where they want to expand into offering investment advisory services and recurring fee-based revenues.  Advisors come to us looking for more flexibility. They want control over their income, and options for running a more efficient practice. For some, this unlocks the ability to grow their book dramatically. For others, it simply provides more personal free time while maintaining the business' success. [FIND OUT IF YOU ARE A FIT FOR FUSION](https://fusioncm.com/get-in-touch?hsLang=en) **Fusion advisors are able to run a highly efficient practice and earn a higher payout, without being constrained by operational limitations. ** Together, our more than 75 partner advisors manage over a billion in AUM with no signs of slowing down.  ## WHAT WE DO ![technology](https://fusioncm.com/hubfs/Theme/technology.svg) A technology platform that simplifies operations and saves advisors time: - Ability to open several accounts at once using our streamlined acount opening process, drastically reducing time and the number of DocuSign envelopes required - Flexibility to keep existing tools instead of forcing use of specific products ![relationships](https://fusioncm.com/hubfs/Theme/relationships.svg) Relationships with other RIAs and institutional firms for better pricing and investment access: - Multi-custodial capabilities - Transparency into pricing, payouts, and compensation that advisors lack elsewhere - Ability to facilitate succession/sale of advisor's practice to others in the network ![portfolio solutions](https://fusioncm.com/hubfs/Theme/portfolio_solutions.svg) Portfolio solutions including proprietary models and alternative investments: - Low-cost proprietary trading models - Access to alternative investments like structured notes and buffered UITs that are difficult for small advisors to obtain - Efficient trading and rebalancing processes ![investment research](https://fusioncm.com/hubfs/Theme/investment_research.svg) Investment research, guidance and consulting from an institutional-level team: - Proprietary developed processes & wizards to guide them through multiple facets of running their business - Ongoing education and training - Communications to share with advisors' own clients [Gain an Operational Edge: Schedule a Demo](https://calendly.com/steven-watkins-fusioncm/60min) ## HOW IT WORKS 01 ![share your pain points](https://fusioncm.com/hubfs/Theme/share_pain_points.svg) #### Share Your Pain Points We’ll set up a call to learn about your practice, concerns, and goals. You’ll get a demo of our tech and we’ll answer your questions. We take a consultative approach to solve the challenges and friction points impacting your business in particular. 02 ![Evaluate Your Options, On Your Time](https://fusioncm.com/hubfs/Theme/elvauate_your_options.svg) #### Evaluate Your Options, On Your Time Continue to learn more about how Fusion can help you run a highly efficient practice without being constrained by operational limitations. You’ll have full transparency into pricing, payouts, and compensation. When you’re ready to make a decision, we’re ready for you. 03 ![Transition Quickly with Confidence](https://fusioncm.com/hubfs/Theme/transition_with_confidence.svg) #### Transition Quickly with Confidence We don’t believe in 90 day transitions. Our proprietary transition tool allows you to move business quickly and efficiently with minimal burden. This collaborative process with Fusion includes assistance with pre-populating and distributing paperwork. We’ll ensure your team is trained and feels supported throughout the transition. 04 ![Earn More & Gain an Operational Edge](https://fusioncm.com/hubfs/Theme/scale_your_business.svg) #### Earn More & Gain an Operational Edge Boost your payouts and save time through automation and fewer back-office burdens. The Fusion team will provide ongoing education and training, deliver an institutional-caliber operational experience, and enable you to stay focused on your strengths–so you grow your practice the way you'd like. ## MEET OUR TEAM Since 2011, our mission has been to deliver financial freedom to financial advisors seeking more control over their business. The Fusion Capital Management leadership team draws from decades of operational expertise, including proven success overseeing thousands of employees and driving growth through innovation and advisor development at larger companies. We are thought leaders and comprehensive partners to our financial advisors, thanks to our team’s extensive background across wirehouse broker-dealers, wholesalers, custodians, and independent advisory channels. [Meet Our Team](https://fusioncm.com/our-team?hsLang=en) [Bryce Engel Chief Executive Officer ![team\_bryce\_engel2](https://fusioncm.com/hubfs/Theme/team_bryce_engel2.png)](https://fusioncm.com/our-team/bryce-engel?hsLang=en) [Laura Wajs Chief Compliance Officer ![team\_laura\_wajs2](https://fusioncm.com/hubfs/Theme/team_laura_wajs2.png)](https://fusioncm.com/our-team/laura-wajs?hsLang=en) [Steven Watkins Managing Director of Sales ![team\_steven\_watkins](https://fusioncm.com/hubfs/Theme/team_steven_watkins.png)](https://fusioncm.com/our-team/steven-watkins?hsLang=en) [Brayden Engel Director of Operations ![team\_brayden\_engel](https://fusioncm.com/hubfs/Theme/team_brayden_engel.png)](https://fusioncm.com/our-team/brayden-engel?hsLang=en) ## LATEST POSTS ![](https://fusioncm.com/hubfs/BlogPost10_Hero%20(2).jpg) ## [Double Your Revenue Without Doubling Your Hours: A Technology-Enabled Growth Strategy](https://fusioncm.com/blog/double-your-revenue-without-doubling-your-hours-a-technology-enabled-growth-strategy?hsLang=en) The traditional path to doubling revenue as a financial advisor often means doubling your ... [![](https://fusioncm.com/hubfs/Theme/icon_read_more3.svg)Read More](https://fusioncm.com/blog/double-your-revenue-without-doubling-your-hours-a-technology-enabled-growth-strategy?hsLang=en) ![](https://fusioncm.com/hubfs/BlogPost_PressRelease_2.jpg) ## [Fusion Capital Management Partners with Burney Company as Outsourced Chief Investment Officer](https://fusioncm.com/blog/fusion-capital-management-partners-with-burney-company?hsLang=en) News provided by Burney Company  Jun 10, 2025, 07:03 ET Tech-enabled ... [![](https://fusioncm.com/hubfs/Theme/icon_read_more3.svg)Read More](https://fusioncm.com/blog/fusion-capital-management-partners-with-burney-company?hsLang=en) ![](https://fusioncm.com/hubfs/BlogPost8_Hero.jpg) ## [Reclaim Your Calendar: The Advisor's Guide to Operational Efficiency](https://fusioncm.com/blog/reclaim-your-calendar-the-advisors-guide-to-operational-efficiency?hsLang=en) For many financial advisors, the calendar isn't a tool for strategic planning—it's a battlefield. Each day brings a ... [![](https://fusioncm.com/hubfs/Theme/icon_read_more3.svg)Read More](https://fusioncm.com/blog/reclaim-your-calendar-the-advisors-guide-to-operational-efficiency?hsLang=en) ## GET IN TOUCH Ready to share your pain points and learn how Fusion’s technology, asset management, and operations can alleviate them? [Schedule a Consultation](https://calendly.com/steven-watkins-fusioncm/60min) ![](https://fusioncm.com/hubfs/Theme/logo_main-1.svg) ![](https://fusioncm.com/hubfs/Theme/location.svg) 9111 Cypress Waters Blvd, Suite 140 Dallas, TX 75019 ![](https://fusioncm.com/hubfs/Theme/envelope.svg) [info@fusioncm.com](mailto:info@fusioncm.com) ![](https://fusioncm.com/hubfs/Theme/phone.svg) [817 888 8720](tel:817-888-8720) - [Why Fusion](https://fusioncm.com#why-fusion) - [How It Works](https://fusioncm.com#how-it-works) - [Form ADV](https://adviserinfo.sec.gov/firm/summary/156549) - [Who We Help](https://fusioncm.com#who-we-help) - [Our Team](https://fusioncm.com/our-team) - [Privacy Policy](https://fusioncm.com/hubfs/Fusion%20Capital%20Management%20Privacy%20Policy.pdf) - [What We Do](https://fusioncm.com#what-we-do) - [Form CRS](https://fusioncm.com/hubfs/Fusion%20Form%20CRS%2004-11-2022.pdf) Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. The firm is not engaged in the practice of law or accounting. Asset allocation, rebalancing, and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. 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