Compound Value Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compound Value Advisers provides investment advisory, financial planning, and retirement plan services to individuals, high‑net‑worth individuals, business owners, trusts, estates, and corporate clients. The firm offers both discretionary 3(38) fiduciary services and non‑discretionary 3(21) advisory services for participant‑directed retirement plans, along with plan benchmarking and other plan support services.
Investment implementation centers on strategic asset allocation using primarily low‑cost index mutual funds and ETFs, with each client assigned an Investment Policy Statement and periodic rebalancing. The adviser monitors valuation metrics and applies a contrarian tilt to adjust asset class weights, and may employ options for risk management and, on rare occasions, short sales or private investments for accredited clients.
A distinctive feature is the firm’s regular offering of educational seminars and workshops at no charge, and the integration of participant education into its plan services, a practice that is uncommon among peers. The brochure also notes occasional use of commission‑free ETFs, the ability to include private real estate for accredited investors, and the availability of commission‑free insurance or annuity products when disclosed as appropriate.
Client services
Expertise
Occupation focus
Fee options
Financial planning services typically between $2,500 and $10,000, negotiable
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $4,000,000: 0.70% annually $4,000,000 - $5,000,000: 0.50% annually $5,000,000+: Negotiable
$350 to $450 per hour, negotiable
Fee-only: Asset-based fees, fixed annual retainer fees, hourly fees, fixed fees for financial planning
Main office
Sparta MI
Advisors at this office
1
Most active in
California · Michigan
Also doing business as
Compound Value Advisers, LLC · Spartan Value Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)