The Compounding Co fees and pricing
Financial planner in Baldwin, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 1, 2026, The Compounding Co charges a flat or project fee of $1,995, a monthly fee of $100-$150, and a quarterly fee of $300-$450 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,995
“Comprehensive Financial Planning Fee (One-Time) TCC charges a one-time flat fee of $1,995 for its comprehensive financial planning service.”
- Monthly fee
- $100-$150/mo
“Billing Cycle Fixed Fee Monthly $100 – $150 per month Quarterly $300 – $450 per quarter The membership renews automatically on a monthly or quarterly basis, as elected by the client at the time of enrollment, and continues until cancelled by either party.”
- Quarterly fee
- $300-$450/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Compounding Co bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The remaining balance of $1,495 is due upon delivery of the completed financial plan.”
- “Clients have five (5) calendar days from the date of signing the advisory agreement to cancel without penalty and receive a full refund of the $500 deposit.”
- “Once the completed financial plan has been delivered to the client, the engagement is considered fully completed and no refund will be issued for any portion of the total fee.”
How The Compounding Co’s fees compare
- Its flat or project fee of $1,995 is below the New York median of $4,500. 22% of the 251 other New York planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About The Compounding Co
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Divorce
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Minimum
- No minimum stated in brochure
- Employees
- 1
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342215
- Phone
- (516) 508-0906
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.