Compound Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Hourly Rate: $100 – $500 per hour.”

Flat or project fee

$500⁠-⁠$10,000

“Project Fee: $500 – $10,000 per engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Compound Planning, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In some instances, specialized consulting may be billed at an hourly rate as outlined in the Client’s specific agreement.”
• “Negotiation Availability Advisory fees are negotiable up to the stated maximums, and Compound may reduce or waive fees at its discretion.”
• “To ensure you are only billed for our active oversight, we subtract any outstanding margin balances from your total account value before calculating the fee.”

How Compound Planning, Inc.’s fees compare

• Its hourly rate of $100-$500 spans the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 14 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the New York median of $4,500. 59% of the 251 other New York planners that publish a flat or project fee charge less.
• 24 of the 52 other planners in New York that publish a flat or project fee charge less.

About Compound Planning, Inc.

• Firm size: 119 employees.
• Founded: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

11,480

Employees

119

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$4,848,634,144

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171787

Website

compoundplanning.com (opens in new tab)

Phone

(888) 533-9364

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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