AdFi
CP

COMPOUND PLANNING, INC.

SEC Registered

Modern wealth management

NEW YORK, NYhttps://compoundplanning.com888-533-9364
Assets Under Management
$1B–$5B
Employees
119
Office Locations
3 offices
Total Accounts
8708

About the firm

Compound Planning offers modern wealth management services. The firm measures its success by the impact it has on clients' lives, including tax optimization, investment returns, and financial peace of mind.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingState/MunicipalInsurance Companies

Areas of expertise

Wealth ManagementStock OptionsTax OptimizationPrivate InvestmentsRetirement PlanningFinancial Planning

Services

Wealth management including stock option exercise tax optimization, access to private investment opportunities, retirement planning, and family financial planning

Who they serve

Founders, Business Owners, Professionals, Retirees, and Families

Client segmentClientsAssets managed
Individuals (Non-HNW)10,868$1.5B
High Net Worth Individuals612$1.5B
Charitable Organizations354$129M
State/Municipal Entities129

0 total clients reported on Form ADV.

Leadership

Inc. Alternativ
MANAGING MEMBER
Christian Gwilym Benedict Haigh
CHIEF EXECUTIVE OFFICER AND OWNER

Office locations

3 offices in 3 states
NY
NEW YORKHQ
WA
BOTHELL
CA
BEVERLY HILLS

Advisors at this firm

77 advisors in the directory

Wiley Cyrus Belknap
Investment Adviser Representative
Dual-registered
Nathan Raheel Bengali
Investment Adviser Representative
Investment Adviser Rep
Willem Raleigh Bloemsma
Investment Adviser Representative
Investment Adviser Rep
Rachel Marie Buffalo
Investment Adviser Representative
Dual-registered
William Dennis Burns
Investment Adviser Representative
Dual-registered
Tyler John Coder
Investment Adviser Representative
Investment Adviser Rep
Timothy Robert Couture
Investment Adviser Representative
Dual-registered
Dylan Clark
Investment Adviser Representative
Investment Adviser Rep
Adam Benjamin Coleman
Investment Adviser Representative
Investment Adviser Rep
Howard Leon Dingle
Investment Adviser Representative
Dual-registered
Stephen Odell Dean III
Investment Adviser Representative
Investment Adviser Rep
Joseph F. Devorak IV
Investment Adviser Representative
Dual-registered
Boyan Ognianov Doytchinov
Investment Adviser Representative
Dual-registered
Ronald Joe Farner
Investment Adviser Representative
Dual-registered
Matthew James Faubion
Investment Adviser Representative
Investment Adviser Rep
Trey Michael Fernandez
Investment Adviser Representative
Dual-registered
Dimitry Farberov
Investment Adviser Representative
Dual-registered
Aaron Clark Foster
Investment Adviser Representative
Dual-registered
Isaac Frederick Franks
Investment Adviser Representative
Dual-registered
Gabriel E Garcia
Investment Adviser Representative
Dual-registered
Nicholas Giovanni Garcia
Investment Adviser Representative
Dual-registered
Tony R Golden
Investment Adviser Representative
Dual-registered
Richard James Gow
Investment Adviser Representative
Dual-registered
Matthew Gwizdz
Investment Adviser Representative
Dual-registered
Scott Douglas Hedgcock
Investment Adviser Representative
Dual-registered
Cameron Tarr Hackett
Investment Adviser Representative
Dual-registered
Timothy Seamus Hamilton
Investment Adviser Representative
Investment Adviser Rep
David Lowell Hubble
Investment Adviser Representative
Dual-registered
Tammy Marie Johns
Investment Adviser Representative
Investment Adviser Rep
Kaitlin Christine Jones
Investment Adviser Representative
Investment Adviser Rep
Cindy L Judas
Investment Adviser Representative
Investment Adviser Rep
Wendy A Jankoski
Investment Adviser Representative
Dual-registered
Charlotte Marie Jones
Investment Adviser Representative
Investment Adviser Rep
Jonathan Zabel Jonson
Investment Adviser Representative
Investment Adviser Rep
Amanda Joy Kelderman
Investment Adviser Representative
Investment Adviser Rep
Tracy Morse Kinder
Investment Adviser Representative
Investment Adviser Rep
William W Leboeuf
Investment Adviser Representative
Dual-registered
Hali Browne London
Investment Adviser Representative
Investment Adviser Rep
Kevin Gregory Lors
Investment Adviser Representative
Investment Adviser Rep
Shannon Lynch
Investment Adviser Representative
Dual-registered
Kevin George Mann
Investment Adviser Representative
Dual-registered
John Patrick McAuliffe
Investment Adviser Representative
Dual-registered
Roxana Sanam Maddahi
Investment Adviser Representative
Dual-registered
Kiley Connors Maertz
Investment Adviser Representative
Investment Adviser Rep
Norman Ellsworth Mains III
Investment Adviser Representative
Dual-registered
Jack Patrick McCaddon
Investment Adviser Representative
Investment Adviser Rep
Jared W Mejstrik
Investment Adviser Representative
Dual-registered
Marco Gino Miranda
Investment Adviser Representative
Dual-registered
Mark Alexander Mooring
Investment Adviser Representative
Investment Adviser Rep
Reed Aaron Nothwang
Investment Adviser Representative
Dual-registered
Lindsey Thorsen Oneil
Investment Adviser Representative
Investment Adviser Rep
Michael John Oconnor
Investment Adviser Representative
Dual-registered
Marcel Dominik Pfister
Investment Adviser Representative
Dual-registered
Scott Manning Porter
Investment Adviser Representative
Dual-registered
Andrew Park
Investment Adviser Representative
Investment Adviser Rep
Mark Patzer
Investment Adviser Representative
Dual-registered
David Aaron Pender
Investment Adviser Representative
Investment Adviser Rep
Jesse Thomas Porter
Investment Adviser Representative
Dual-registered
Todd Grund Rowe
Investment Adviser Representative
Dual-registered
Alexander Dean Ricke
Investment Adviser Representative
Investment Adviser Rep
Kyle Wayne Rudduck
Investment Adviser Representative
Investment Adviser Rep
Patrick Vincent Scherer
Investment Adviser Representative
Investment Adviser Rep
Jannifer Lyn Shull
Investment Adviser Representative
Dual-registered
Tara G Shulman
Investment Adviser Representative
Dual-registered
Joleen Ann Scheer
Investment Adviser Representative
Dual-registered
Cole T Schmitt
Investment Adviser Representative
Dual-registered
Aaron Matthew Schomer
Investment Adviser Representative
Dual-registered
Beau Michael Simon
Investment Adviser Representative
Dual-registered
Kristen Grace Smith
Investment Adviser Representative
Investment Adviser Rep
Alexander Scott James Snyder
Investment Adviser Representative
Investment Adviser Rep
James Michael Taylor
Investment Adviser Representative
Dual-registered
Brandon Mitchell Wyand
Investment Adviser Representative
Dual-registered
Ian James Wymore
Investment Adviser Representative
Dual-registered
Alan Scott Ward
Investment Adviser Representative
Dual-registered
Scott Luther Weigel
Investment Adviser Representative
Investment Adviser Rep
Hans-Christian Winkler
Investment Adviser Representative
Dual-registered
Elinoa Shifra Witkin
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#171787
SEC Number
801-126007
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Minimum: $25,000 (waivable)

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMPOUND PLANNING, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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COMPOUND PLANNING, INC. in NEW YORK, NY | AdvisorFinder