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Dylan C
Series 65
Houston, TX
Compound Planning, Inc.
Dylan Clark is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Compound Planning, Inc. and has held positions at Larson, Diamond Client Group, Peak Brokerage Services, ARPP, and Baker and Company Advisory Group. Outside of advising, he is CEO of Dylan Clark Consulting, which provides regulatory compliance services for fund managers and syndicators. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries, offering discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals, combining long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.
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