AS
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
75 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.0B
Fee Structure
Fees are determined based on the selected advisory service and are outlined in the client agreement. Clients should consult with their IAR and the applicable Agreement and Fee Schedules for additional information regarding each service.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
115 Broadway, 5th Floor, New York, NY, 10006
Get directionsRegulatory History (1)
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Civil
March 2025Pending
Employment History
Current Registrations
Compound Planning, INC.
February 2025 - Present · 11 mos
Previous Registrations
Choreo, LLC
June 2004 - March 2025 · 20 yrs 9 mos
State Registrations4 states
FLIAMOTX
Advisor
Exams
No exam information available for this advisor.