Compound Planning, Inc. is an investment adviser registered with the Securities and Exchange Commission and based out of New York. Certain information on this website may relate to Compound Tax, LLC (“Compound Tax”), a wholly-owned subsidiary of Compound Planning that provides tax consulting and compliance services.
The statement, claim, content, and/or commentary made herein and as found in Compound Planning’s other websites, videos, podcasts, blog posts, articles and other publications or materials, as applicable (collectively, the “Materials”), provides general market commentary or general information and/or expresses the personal opinion of the author or speaker which does not necessarily reflect the views or opinions of Compound Planning.
The content found in the Materials, therefore, should not be interpreted as providing legal, tax, or investment advice or any professional advice for that matter nor is it a solicitation to engage in any particular securities transaction. Compound Planning and its representatives may only transact business or provide investment advice in those states and international jurisdictions where it is registered, filed the required notices, and/or is otherwise excluded or exempted from such registration and/or notice filing requirements.
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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/.
