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Compound Planning Grows to $3 Billion in AUM; Adds $1.2 Billion Advisor Team

New Four-Person Team Brings 80+ Years of Cumulative Experience to Compound, Opens Firm’s Latest Office Location in Des Moines, Iowa. Courtney Holt was Recently Appointed as Chief Compliance Officer to Enhance Regulatory Operations and Support Sustained Growth. NEW YORK ( Business Wire ) - Compound Planning (“Compound”), a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced seven financial advisors, including a four-person advisory team who previously managed $1.2 billion, have joined the firm. That team – Aaron Schomer, Joleen Scheer, Lindsey O'Neil, and Kevin Lors– opened Compound’s latest office, in Des Moines, Iowa. They each bring over two decades of experience to the firm, having most recently served as Wealth Advisors leading client relationships at Choreo. “We’re excited to begin the next phases of our careers at Compound, as the firm has demonstrated a deep commitment to exceptional client service and innovative technology,” Kevin Lors said. “As we evaluated our next step, it became clear that Compound will empower each of us to continue offering our clients holistic counsel, but also equip us with new resources to elevate our services.” “We’re humbled by the momentum we’ve built so early in the year, as it’s extremely fulfilling to have quality advisors such as Aaron, Joleen, Lindsey, and Kevin recognize the value our firm can provide and align with our broader vision for the industry,” said  Christian Haigh , Co-Founder and CEO of Compound. “The recruiting environment is more competitive than ever, but we’re thrilled to welcome them to the team and allow them to spearhead our new office location. We have no doubt that their expertise will elevate our entire firm, and that they’ll continue to have an outsized impact for their clients in this next chapter at Compound.” The latest additions punctuate what has been a period of rapid growth for the firm. Compound eclipsed $3 billion in total assets under management (“AUM”) as of January 31, after the firm added 30 total advisors and doubled its AUM in 2024. To accommodate recent growth, Compound also named Courtney Holt as Chief Compliance Officer in January. With 20 years of financial services experience – over 12 of which have been at independent RIAs – and having most recently served as CCO of Perigon Wealth Management, Holt will spearhead the firm’s regulatory and compliance operations. Holt’s appointment follows a larger expansion of Compound’s leadership team in early 2025, and serves as the latest example of the firm’s commitment to providing current and prospective advisors with best-in-class institutional support as it continues to establish itself as a premier destination for advisors to manage every aspect of clients’ wealth. Holt’s expertise will empower the firm and its advisors to continue pursuing innovative approaches to wealth management – the most recent example being the firm’s addition of multi-tiered, full-service tax integrations – while maintaining best-in-class regulatory standards. In the same way Holt’s appointment will continue to foster innovation, each of the new Compound advisors offer unique specialties that align with the firm’s commitment to providing holistic wealth management for high-net-worth and ultra high-net-worth individuals: Kevin Lors , Des Moines: Lors has over 23 years of expertise in financial planning and taxation and excels at integrating tax strategies into complex financial situations, while helping clients navigate the challenges and opportunities associated with the personal financial implications of all phases of business ownership. Lors is CPA, CFP® and has a Masters of Taxation degree. Lindsey O'Neil , Des Moines: An experienced CFP® and CPA, O’Neil has over 20 years of wealth management and tax experience. She specializes in serving families, business owners, retirees, and professionals, guiding them through the development and implementation of detailed cash flow planning, income tax planning, trust and estate planning, charitable contribution approaches, portfolio allocation, and tax-efficient investment strategies. In addition to her prior experience at Choreo, she spent seven years as Controller of a single-family office. Joleen Scheer , Des Moines: Scheer is a CFP® professional with over 25 years of experience in the financial services industry. Passionate about delivering holistic wealth management services, she specializes in working with business owners, professionals and retirees to provide personalized financial strategies and solutions that fit their individual needs. Aaron Schomer , Des Moines: As a CFP® with over 24 years of experience, Schomer works with business owners, executives, professionals, and families across tax planning, complex estate design, cash flow planning, gifting strategies, and tax-efficient investing. Boyan Doytchinov , New York: A CFA® and CFP®, Doytchinov brings 15 years of experience to Compound Planning. Having most recently served as Director of Financial Planning at Mark J. Snyder Financial Services, Inc., Doytchinov excels at guiding clients through complex financial decisions, and customizing clients’ portfolios to match their unique goals. He earned an MBA from Stony Brook University . Wiley Belknap , Pittsburgh:  A seasoned financial planner with over seven years of experience, Belknap specializes in investment management, employee benefit optimization, and tax planning serving high-net-worth individuals and Fortune 500 executives. Prior to joining Compound Planning, Belknap served as a Wealth Advisor & Team Lead at Motley Fool Wealth Management and a Wealth Manager at Goldman Sachs. Patrick Scherer , Pittsburgh: A CFP® and ChFC®, Scherer is a highly experienced financial advisor with over 10 years of wealth management experience. He is an expert in tax and income planning, trust and estate design, concentrated position hedge strategies, and alternative investments for high-net-worth retirees and pre-retirees. Prior to joining Compound, Scherer’s experience spanned the wealth management ecosystem, including global banks, trust companies, and top RIAs. He is a former board member of the Financial Planning Association of Maryland and chair of their Community Outreach Committee, providing free financial advice to underserved members of the Baltimore community, where he previously resided. About Compound Planning: Compound Planning is a digital family office and tech-enabled RIA that manages over $3 billion for high-net-worth entrepreneurs, professionals, families, and retirees. The firm is reimagining wealth management for successful next-generation advisors – offering modern technology and institutional support tailored to their practice and built for growth. Compound Planning was ranked as one of America’s Top RIAs and 50 Fastest-Growing RIAs for 2024 by Financial Advisor Magazine, was a runner-up within Citywire’s 2024 50 Growers Across America and its team has been featured in publications such as Forbes, Citywire RIA, and InvestmentNews, among others. For more information about Compound Planning’s approach to wealth management, visit  compoundplanning.com . Disclosure Fastest Growing RIAs Award Disclosure: Compound Planning was ranked as one of Financial Advisor Magazine’s 50 Fastest Growing RIAs for 2024. This third-party ranking was given on 7/12/2024 and was based on data from 12/31/2022 through 12/31/2023. This annual rating or ranking was created and tabulated by Financial Advisor Magazine. To be eligible, firms must have an AUM exceeding $500 million. Compound Planning did not pay any fee or compensation for its ranking or inclusion in the annual list. The ranking is based on data obtained by Financial Advisor Magazine from participating registered investment adviser (RIA) firms through an online survey which compared the firms’ year-end assets under management (AUM) to the previous year-end AUM. The data obtained by Financial Advisor Magazine can be verified through the Investment Adviser Public Disclosure (IAPD) website of the Securities and Exchange Commission (SEC) available at  https://adviserinfo.sec.gov/ . America's Top RIAs Award Disclosure: Compound Planning was ranked as one of Financial Advisor Magazine’s 2024 America’s Top RIAs. This third-party ranking was given on 7/12/2024 and was based on data as of December 31, 2023. This annual rating or ranking was created and tabulated by Financial Advisor Magazine. For the print edition of Financial Advisor Magazine’s 2024 RIA survey, the ranking includes firms with AUM exceeding $1 billion as of December 31, 2023. However, firms with under $1 billion in AUM are included in the expanded online RIA survey. Compound Planning did not pay any fee or compensation for its ranking or inclusion in the annual list. The ranking is based on the assets under management (AUM) of participating registered investment adviser (RIA) firms that were derived from data obtained by Financial Advisor Magazine through an online survey. The data obtained by Financial Advisor Magazine can be verified through the Investment Adviser Public Disclosure (IAPD) website of the Securities and Exchange Commission (SEC) available at  https://adviserinfo.sec.gov/ . Contacts Kevin Santo Water & Wall [email protected]