BP
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
Highlands Ranch, CO
Get directionsRegulatory History (1)
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Civil
March 2024Pending
Employment History
Current Registrations
Compound Planning, INC.
January 2024 - Present · 2 yrs
Previous Registrations
Empower Advisory Group, LLC
April 2023 - January 2024 · 9 mos
Personal Capital Advisors Corporation
January 2019 - April 2023 · 4 yrs 3 mos
Crestone Asset Management LLC
March 2017 - February 2018 · 11 mos
Crestone Asset Management LLC
August 2016 - December 2016 · 4 mos
Crestone Securities LLCBroker
August 2016 - February 2018 · 1 yr 6 mos
J.P. Morgan Securities LLC Broker
April 2015 - March 2016 · 11 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.