A complete list of active advisors currently associated with Compound Planning, Inc.

Warmer can help you find a great advisor at Compound Planning, Inc. or one who fits your needs even better.

Compound Planning serves individuals (including non‑HNW and high‑net‑worth clients), families, businesses, retirement plans, and financial intermediaries. The firm provides discretionary direct investment management, financial planning and consulting, institutional advisory services, and a Turnkey Asset Management Program (TAMP) that gives outside advisors access to in‑house and third‑party investment models and alternative investments such as private REITs and private credit. Compound bases portfolio construction on risk‑based model allocations informed by fundamental, technical, and portfolio theory analysis, and it employs tools like direct indexing for customization and tax‑loss harvesting. The firm also uses specialized third‑party programs for options strategies and synthetic lending (box spread structures), rebalances models periodically, and conducts ongoing due diligence and monitoring consistent with its fiduciary obligations. Noteworthy features include a minority investment and strategic relationship with FT FinTech Holdings that designates Canvas as a preferred direct‑indexing platform, disclosed affiliations with providers such as Legalist, SyntheticFi, and Franklin Managed that support niche sub‑advisory and lending programs, and operational commitments like “Zero Data Retention” AI and a recent “Plain English” disclosure overhaul. At scale—managing roughly $4.85 billion in discretionary assets and supporting a multi‑advisor TAMP—Compound provides periodic client communications (electronic brochure updates and ad hoc written reports) and discloses potential conflicts tied to its preferred‑provider arrangements.

To learn more about the advisors currently working at Compound Planning, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.