A complete list of active advisors currently associated with Compound Value Advisers, LLC
Warmer can help you find a great advisor at Compound Value Advisers, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Compound Value Advisers, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Sparta, MI
| 16
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")