BD
CFA · 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
Port Wahington, NY
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Compound Planning, INC.
February 2025 - Present · 11 mos
Previous Registrations
Osaic Wealth, INC. Broker
May 2022 - February 2025 · 2 yrs 9 mos
Snyder Wealth Group
March 2021 - February 2025 · 3 yrs 11 mos
Royal Alliance Associates, INC. Broker
October 2012 - September 2014 · 1 yr 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.