Atomi Financial Group, Inc. dba Compound Planning (“Compound Planning”) 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.
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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.
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