Compound Planning, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

171787

SEC number

801-126007

Firm type

RIA

Assets under management

$4.8B as of Mar 26, 2026

Website

compoundplanning.com ↗

Phone

888-533-9364

Address

115 Broadway, New York, NY, 10006

Advisors at this firm

65 in our index · page 2 of 2

• Joleen Ann ScheerCRD 5852654 · Johnston, IA
  IA Registered
• Patrick Vincent SchererCRD 7254767 · Cranberry Twp, PA
  IA Registered
• Cole T SchmittCRD 6199089 · East Rochester, NY
  IA RegisteredRegistration inactive
• Aaron Matthew SchomerCRD 4768943 · Johnston, IA
  IA Registered
• Jannifer Lyn ShullCRD 5974854 · Indianola, IA
  IA RegisteredRegistration inactive
• Tara G ShulmanCRD 5940168 · Rumson, NJ
  IA RegisteredRegistration inactive
• Kristen Grace SmithCRD 6389433 · Mckinney, TX
  IA Registered
• Beau Michael SimonCRD 6620631 · Royal Oak, MI
  IA RegisteredRegistration inactive
• Alexander Scott James SnyderCRD 7537936 · Des Moines, IA
  IA Registered
• James Michael TaylorCRD 5990534 · Mesa, AZ
  IA Registered
• Alan Scott WardCRD 4145290 · Birmingham, AL
  IA Registered
• Hans-Christian WinklerCRD 2966966 · Jackson Heights, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ian James WymoreCRD 6052469 · Erie, CO
  IA Registered
• Elinoa Shifra WitkinCRD 8055132 · Los Angeles, CA
  IA Registered
• Mark PatzerCRD 6557000 · Novato, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.