Brandon Mitchell Wyand
Advisor at Compound Planning, Inc. — Morrison, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65, Series 63
Experience Industry experience
11 years
Location
Morrison, CO
Compound Planning, Inc.
Multi-team
Brandon Wyand is a CFP® with 11 years of industry experience, currently working at Compound Planning, Inc. He has held roles at firms including Savvy, ARQ Wealth Advisors, Personal Capital, and The Vanguard Group. Outside of financial advising, he previously worked for Hartford Hill Winery. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs customized, risk-based model allocations using a variety of investment strategies and partners with third-party technology and sub-advisors to enhance its offerings.
Based on Compound Planning, Inc.
Based on Compound Planning, Inc.
Based on Compound Planning, Inc.
Financial Planning Project Fees ranging from $500 to $10,000 per engagement
$0+: Up to 2.00% maximum cap of AUM fees $0+: TAMP Platform fee: 0.25% annually or $60/year minimum $0+: In-House Models: 0.15% annually $0+: Third-Party Models: 0% to 2.00% annually $0+: Intermediary as Manager: 0.05% annually $0+: Alternative Strategies: 0.35% annually
$100 to $500 per hour for consulting services
Account minimum: $25,000 (flexible and may be waived or negotiated) Minimum fee: TAMP Platform minimum $60/year (or 0.25%, whichever is higher) Fee-only: Financial Planning & Consulting fees typically project-based ($500 – $10,000) or hourly ($100 – $500 per hour)
Morrison, CO
Morrison CO
Advisors at this office
1
California · Colorado · Texas
11 years of industry experience
Savvy
2026 - Present • 1 year
Morrison, CO
Compound Planning, Inc.
2025 - 2026 • 1 year
New York, NY
ARQ Wealth Advisors, LLC
2023 - 2025 • 2 years
Scottsdale, AZ
Empower Advisory Group
2023 - 2023 • 1 year
Greenwood Village, CO
Personal Capital
2019 - 2023 • 4 years
Denver, CO
The Vanguard Group, INC
2016 - 2019 • 3 years
Scottsdale, AZ
Hartford Hill Winery
2015 - 2017 • 2 years
Hartford, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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