For clients — and the people who vet us
Standards, oversight and fees — stated plainly, with the public record linked.
The record
Trust at this level shouldn’t be taken on styling. Every claim below is checkable — and we’d rather you checked.
Dustin Giannangelo’s registration history and licenses are public. View his FINRA BrokerCheck report →
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC; advisory services through Kestra Advisory Services, LLC. Investor disclosures →
Advice built around your plan — not a product to sell. Every recommendation must survive one question: does this serve the whole picture?
Every inquiry answered within one business day. When something shifts — markets, tax law, your life — you won’t be the one calling first.
How we charge
No engagement starts until you know exactly what you’ll pay and exactly what you’ll receive — in writing, reviewed openly, revisited as your situation changes. Compensation is structured so our advice answers to your plan, not to a product. In the first conversation we’ll walk through the specifics for your situation, and you’ll leave with them on paper.
Capacity & fit
Fusion welcomes a limited number of new families each year — most introduced by those we already serve. That discipline is what makes one point of command possible — and it’s why there’s a waitlist, not a calendar link.
Four strategy sessions, eleven named deliverables, set out from the first meeting.
A certain caliber of wealth — the kind that has outgrown any single advisor: a business or equity compensation, multiple entities, real tax complexity, an estate that matters. If coordinating it all has become a job in itself, you’re exactly who we serve.
A certain caliber, by introduction
The record is public. The practice is deliberately not. Join the waitlist, and we’ll reach out when a place opens.