CP
COMPOUND PLANNING, INC.
SEC RegisteredNEW YORK, NYhttps://compoundplanning.com888-533-9364
Assets Under Management
$1B–$5B
Employees
119
Office Locations
53 offices
Total Accounts
8708
About the firm
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
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10,868 | $1.5B |
| High Net Worth Individuals | 612 | $1.5B |
| Charitable Organizations | 354 | $129M |
| State/Municipal Entities | 129 | — |
0 total clients reported on Form ADV.
Leadership
Inc. Alternativ
MANAGING MEMBER
Christian Gwilym Benedict Haigh
CHIEF EXECUTIVE OFFICER AND OWNER
Office locations
53 offices in 3 states
NY
NEW YORKHQ
WA
BOTHELL
CA
BEVERLY HILLS
Advisors at this firm
41 advisors in the directory
Rachel Marie Buffalo
Investment Adviser Representative
William Dennis Burns
Investment Adviser Representative
Dylan Clark
Investment Adviser Representative
Adam Benjamin Coleman
Investment Adviser Representative
Stephen Odell Dean
Investment Adviser Representative
Boyan Ognianov Doytchinov
Investment Adviser Representative
Dimitry Farberov
Investment Adviser Representative
Aaron Clark Foster
Investment Adviser Representative
Gabriel E Garcia
Investment Adviser Representative
Nicholas Giovanni Garcia
Investment Adviser Representative
Tony R Golden
Investment Adviser Representative
Richard James Gow
Investment Adviser Representative
Matthew Gwizdz
Investment Adviser Representative
Cameron Tarr Hackett
Investment Adviser Representative
Timothy Seamus Hamilton
Investment Adviser Representative
David Lowell Hubble
Investment Adviser Representative
Wendy A Jankoski
Investment Adviser Representative
Charlotte Marie Jones
Investment Adviser Representative
Amanda Joy Kelderman
Investment Adviser Representative
Tracy Morse Kinder
Investment Adviser Representative
Roxana Sanam Maddahi
Investment Adviser Representative
Kiley Connors Maertz
Investment Adviser Representative
Norman Ellsworth Mains
Investment Adviser Representative
Jared W Mejstrik
Investment Adviser Representative
Mark Alexander Mooring
Investment Adviser Representative
Reed Aaron Nothwang
Investment Adviser Representative
Michael John Oconnor
Investment Adviser Representative
Andrew Park
Investment Adviser Representative
Mark Patzer
Investment Adviser Representative
David Aaron Pender
Investment Adviser Representative
Jesse Thomas Porter
Investment Adviser Representative
Alexander Dean Ricke
Investment Adviser Representative
Joleen Ann Scheer
Investment Adviser Representative
Cole T Schmitt
Investment Adviser Representative
Aaron Matthew Schomer
Investment Adviser Representative
Kristen Grace Smith
Investment Adviser Representative
Alexander Scott James Snyder
Investment Adviser Representative
Alan Scott Ward
Investment Adviser Representative
Scott Luther Weigel
Investment Adviser Representative
Hans-Christian Winkler
Investment Adviser Representative
Elinoa Shifra Witkin
Investment Adviser Representative
Regulatory & compliance
CRD number
#171787
SEC Number
801-126007
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Other
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
compoundplanning.comPhone
888-533-9364Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
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.