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Brandon Mitchell Wyand

Advisor at Compound Planning, Inc. — Morrison, CO

Updated today

Credentials

CFP®, Series 65, Series 63

Experience

11 years

Location

Morrison, CO

Compound Planning, Inc. logo

Compound Planning, Inc.

Multi-team

Total advisors

78

Across 63 offices

Clients per advisor

147 Very High

Avg AUM per client

$262,119 Very Low

HNW client ratio

5% Very Low

About

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.

Client services

Based on Compound Planning, Inc.

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Compound Planning, Inc.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies

Occupation focus

Based on Compound Planning, Inc.

Founder/Business Owner Executive

Demographic focus

Based on Compound Planning, Inc.

HENRY (High Earners, Not Rich Yet) Values-based investing

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Fee options

Fixed

Financial Planning Project Fees ranging from $500 to $10,000 per engagement

Percentage

$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

Project-based

$100 to $500 per hour for consulting services

Other

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)

Location

See office

Morrison, CO

Morrison CO

Advisors at this office

1

Most active in

California · Colorado · Texas

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael H

CFP®, Series 66

Arvada, CO

Clearpath Legacy Planning

Michael Hunter is a CFP® professional with 12 years of industry experience. He currently works at Retire Right Planning, LLC and has prior experience at Motley Fool Wealth Management and Personal Capital Advisors. Retire Right Planning serves individual and high-net-worth clients with discretionary portfolio management, written financial plans, and one-time or hourly financial planning engagements. The firm employs a diversified investment approach combining value, safety, quality, momentum, volatility, and economic-indicator strategies, with a focus on risk control and regular account reviews.

RSUs / ISOs / NSOs Retirement income strategy Early retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired Executive Young Professionals Mid-Career Professionals Approaching retirement Young Families Established Professionals

Jack F

CFP®

Littleton, CO

Elevate Wealth Management

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

Equity compensation tax strategy General tax planning Concentrated stock management Wealth management Tax strategies for small businesses Founder/Business Owner Retired Sales Professional Doctor or Medical Professional Technology Professional HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Young Professionals
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William K

Series 65, Series 66

Denver, CO

Brightward Financial LLC

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Tax-loss harvesting College savings (529s, UTMA, etc.) Life insurance needs analysis Options & derivatives strategies
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Nicholas W

CFP®, Series 63, Series 65, Series 66

Denver, CO

46 North Financial

Nicholas Weisert is a CFP® with 13 years of industry experience, currently serving as the sole advisor at 46 North Financial. His prior roles include positions at Integra Financial, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and DaVita Healthcare Partners. He operates 46 North Financial under Weisert Wealth Management, LLC and is based in Denver, CO. 46 North Financial is a fee-only registered investment adviser providing investment management, financial planning, and retirement plan consulting for individuals, corporations, charitable organizations, and employer-sponsored plans. The firm is notable for its work with charitable organizations and ERISA fiduciary services, utilizing institutional model marketplaces and sub-advisers to tailor investment solutions.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Bart S

Series 63, Series 65

Denver, CO

Skidmore Advisory Services, Inc.

Bart Skidmore is the principal advisor at Skidmore Advisory Services, Inc. in Denver, CO, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been President of an accounting and tax firm since 2001, where he performs occasional tax work. Skidmore also serves as President of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs based on clients’ objectives and risk tolerance, uses fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside financial planning services.

Income planning General tax planning Options & derivatives strategies
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Darren S

Series 66

Denver, CO

Aviator Wealth Group

Darren Spreeuw is a financial advisor with Aviator Wealth Group in Denver, CO, holding a Series 66 credential and nine years of industry experience. Prior to founding Aviator Wealth Group in 2024, he worked at Ratio Wealth Group, LLC from 2016 to 2024 and MML Investors Services from 2016 to 2019. He serves as chairman of the board for the Colorado Student Leaders Institute, a nonprofit organization. Aviator Wealth Group provides investment management and financial planning services to individuals, trusts, foundations, estates, charitable organizations, corporations, and business owners. The firm utilizes a top-down, macro-environmental approach to asset allocation combined with fundamental, quantitative, and technical analysis, offering tailored portfolio management and consulting services including generational transitions and business exit planning.

Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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