With latest additions, Compound Planning reaches $2.5 billion in AUM

NEW YORK — (BUSINESS WIRE) — Compound Planning, a leading digital family office committed to reimagining wealth management for next generation advisors, today announced five veteran financial advisors have joined its team.

The additions mark what has been a successful year for the firm, as Compound Planning has added 26 total advisors in 2024, surpassing the 10 advisors who joined the firm in 2023. The additions also bring the firm’s total AUM to $2.5 billion, reflecting a 25% increase since June.

"Our five new advisors each offer unique expertise and invaluable experience, and I’m excited to officially welcome them to our team,” said Christian Haigh, Co-Founder and CEO of Compound Planning. “The recruiting environment across wealth management is undoubtedly competitive and it has been extremely gratifying to receive such a positive reception from the advisor community this year. Our latest team additions and broader growth are representative of Compound Planning's commitment to provide exceptional, technology-driven services to its high-net-worth clients, while also offering advisors the modern tools and technology necessary to effectively leverage their expertise and help clients achieve their goals.”

With over 70 years of combined financial services experience, these five advisors bring a unique depth of advisory knowledge to Compound Planning:

• Mark Patzer: More than a decade of experience navigating the complexities of stock and options management, tax, estate and trust design, and portfolio management, having held prior roles at Miracle Mile Advisors, Karp Capital Management, Boyd Wealth Management, and Presidio Capital Management.
• Alec Montoya: Over 10 years of experience specializing in capital markets, planning for business owners, planning for executives, income tax planning, and sophisticated wealth transfer techniques, having most recently served as Wealth Advisor & Partner at Mercer Advisors and as an Investment Advisor Representative with LPL Financial.
• Todd Rowe: A CPA and CFP® professional with more than 17 years of wealth management and tax experience and an expert in estate plan design, multi-generational wealth planning, tax-efficient retirement distributions, and customized tax-efficient investment portfolios.
• Joe Perna: 17+ years experience as a CFP® and CFA®, having previously held positions with Motley Fool Wealth Management, Northwestern Mutual, and Morgan Stanley, where he served as a financial advisor during the Great Financial Crisis.
• Scott Hedgcock: 18 years of experience working with multi-generational clients on comprehensive estate and legacy planning needs, including previous positions at Aletheian Wealth Advisors, Cornerstone Advisors, Coldstream Wealth Management, and Washington Trust Bank.

With the latest additions, Compound Planning reinforces that its personalized service, coupled with a modern advisory technology stack, has made the firm an attractive destination for both talented advisors and high-net-worth clients.

About Compound Planning:

Compound Planning is a digital family office and tech-enabled RIA that manages more than $2 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.

Contact:

Kevin Santo
Water & Wall
[email protected]

Disclosure: Compound Planning’s total assets under management (AUM) and number of advisors referenced in this announcement are as of 10/23/2024.

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/.