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 provides discretionary and non‑discretionary asset management and financial planning to high‑net‑worth individuals, typically requiring about $1 million in investable assets though minimums may be waived, and charges percentage‑of‑AUM advisory fees common among independent advisers. The firm also offers management of qualified retirement “assets held away” using a third‑party linking platform to review and, when appropriate, rebalance workplace and held‑away accounts. Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and may incorporate Modern Portfolio Theory and Monte Carlo simulations to set allocations and evaluate plan outcomes. Accounts are reviewed on a regular schedule (quarterly reviews and annual meetings, with more frequent reviews when market conditions dictate), and held‑away accounts are reviewed at least semi‑annually with rebalancing as deemed necessary. Distinctive features include a formal program of educational outreach—blogs, contributions to national media and periodic educational materials or newsletters distributed to contacts—which the brochure describes as part of the firm’s client education efforts, a practice that is relatively uncommon among peers. The firm also offers a complimentary short-form financial plan for prospects, applies planning fees as credits if a prospect becomes a client, uses third‑party vendors to facilitate held‑away management and billing, and discloses a written code of ethics and conflicts practices in its brochure.

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.