A complete list of active advisors currently associated with Compound Wealth Advisors

Warmer can help you find a great advisor at Compound Wealth Advisors or one who fits your needs even better.

Compound Wealth Advisors is an independent, single‑advisor registered investment adviser that provides discretionary asset management, retirement income and tax‑aware planning, limited estate planning, and standalone financial planning to high‑net‑worth individuals. Like many independent firms, it charges percentage‑of‑assets‑under‑management fees and focuses on portfolio management for individual clients. The firm uses Modern Portfolio Theory and Monte Carlo simulation to shape customized asset allocations and typically operates with discretionary trading authority to implement those plans. It also offers to manage qualified retirement "held‑away" plan accounts via a third‑party linking service (Pontera), a capability that requires client authorization and is not available for accounts custodied at certain providers such as Fidelity. Compound Wealth Advisors maintains a public educational program—publishing blogs, contributing to national media, and offering downloadable materials in exchange for contact information—a practice that is relatively uncommon among small independent advisers. The firm operates with a small client roster and about $10.5 million in AUM, provides paid comprehensive financial plans that can be credited against advisory fees if the prospect becomes a client within 30 days and makes comprehensive planning complimentary for client relationships exceeding $1,000,000, and re‑registered after a 2021 merger.

To learn more about the advisors currently working at Compound Wealth Advisors, 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
Stuart Schiffman	San Diego, CA	9

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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.

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