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Matthew Gwizdz

Advisor at Compound Planning, Inc. — Readington Township, NJ

Updated today

Credentials

Series 63, Series 66

Experience

3 years

Location

Readington Township, NJ

Compound Planning, Inc. logo

Compound Planning, Inc.

Multi-team

Total advisors

74

Across 61 offices

Clients per advisor

155 Very High

Avg AUM per client

$262,119 Very Low

HNW client ratio

5% Very Low

About

Matthew Gwizdz is a financial advisor at Compound Planning, Inc. with three years of industry experience. He previously worked at UBS and served four years in the United States Army. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with a fiduciary, goals-based investment process that incorporates discretionary portfolio management, turnkey asset management, and alternative strategies. The firm uses a range of investment approaches supported by technology partnerships and automated monitoring.

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 Options & derivatives strategies

Occupation focus

Based on Compound Planning, Inc.

Founder/Business Owner Executive Financial Professional

Demographic focus

Based on Compound Planning, Inc.

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Project fees for financial planning/consulting: $500–$10,000 per engagement.

Percentage

Up to 2.00% annually (maximum asset-based investment management fee)

Project-based

Consulting services billed hourly at $100–$500 per hour.

Subscriptions

Ongoing financial planning billed as an annual fixed fee, determined by complexity and scope, billed quarterly in advance.

Other

Account minimum: $25,000 (minimum account size for managed portfolio and TAMP services, but flexible and may be waived or negotiated) Minimum fee: Annual minimum fee may apply; client pays greater of asset-based fee or minimum fee, prorated for billing period. Fee-only: Financial planning and consulting fees: project-based ($500–$10,000 per engagement), hourly ($100–$500/hour), or ongoing annual fixed fees billed quarterly in advance.

Location

See office

Readington Township, NJ

Readington Township NJ

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

3 years of industry experience

Compound Planning

2026 - Present • 1 year

Readington Township, NJ

UBS

2023 - 2026 • 3 years

New York, NY

UBS

2023 - 2023 • 1 year

New York, NY

Intralinks

2022 - 2022 • 1 year

New York, NY

United States Army

2018 - 2022 • 4 years

Crestview, FL

Parisi Speed School

2018 - 2018 • 1 year

Flemington, NJ

Stifel Nicohals

2017 - 2017 • 1 year

New York, NY

Monmouth University

2013 - 2017 • 4 years

West Long Branch, NJ

Disclosures

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

Business activities & affiliations

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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Nitin A

Series 65

Bridgewater, NJ

GA Advisors LLC

Nitin Apte is a financial advisor at GA Advisors LLC in Bridgewater, NJ, with eight years of industry experience. He holds a Series 65 designation and previously worked at Azul Systems Inc and Credit Carbon Inc for seven years each. He serves as Chair of the Investment Committee for the nonprofit organization Marathi Vishwa of New Jersey. GA Advisors LLC provides personalized investment advice and discretionary portfolio management to individual clients, focusing on global equity and fixed income markets. The firm employs an asset-allocation model adjusted for market conditions, utilizing mutual funds, ETFs, and occasionally individual securities, along with options trading, supported by regular research and account monitoring.

Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Bryan Z

CFP®, Series 63, Series 65

Flemington, NJ

Hearthstead Financial, LLC

Bryan Zegar is a CFP® professional with six years of experience in the financial services industry. He is the principal advisor at Hearthstead Financial, LLC, where he has worked since 2025. Prior to this, he spent seven years at Ameriprise and AMERIPRISE FINANCIAL SERVICES, Inc. Outside of finance, he is involved with Allshapes Bonsai Nursery, where he assists with inventory management, customer support, and technology. Hearthstead Financial is a registered investment adviser that provides investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a mixed-methods investment approach combining fundamental and charting analysis with mutual fund and ETF evaluation, focusing on both passive and active strategies implemented on a non-discretionary basis.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Claudia M

CFP®, Series 63

Millington, NJ

Epona Financial Solutions

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

Divorce financial planning
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John M

Series 63, Series 65

Annandale, NJ

Macmillan Financial LLC

John Macmillan is the sole advisor at Macmillan Financial LLC in Annandale, NJ, holding Series 63 and Series 65 designations with 20 years of industry experience. He has worked at Macmillan Agencies since 2006. Macmillan Financial provides investment advisory and financial planning services to individuals and institutional clients, including pension plans, businesses, charities, and trusts. The firm follows a fundamental, research-driven approach that emphasizes long-term investing while allowing short-term trades when appropriate, managing client accounts with limited discretionary authority.

General retirement planning General estate planning guidance
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J. M

CFA®

Far Hills, NJ

Manley Capital Management, LLC

J. Manley is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Manley Capital Management, LLC since 2013. Manley Capital Management provides discretionary investment advisory services and financial planning to individuals, trusts, endowments, and other institutions. The firm employs a value-driven, economically balanced asset-allocation strategy that incorporates equities, fixed income, commodities, and currencies, with portfolio adjustments based on market valuation and risk-reward considerations.

Active portfolio management Tax-loss harvesting Wealth management
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