Compound Planning announces major milestone for its digital family office

A digital family office formed by the merger of financial and tax advisory service Compound and digital RIA Alternativ Wealth in September 2023 has announced a new milestone.

Compound Planning has seen strong growth in the past six months, including nine advisors who joined from Personal Capital in January and twelve more from several firms, a total of 21 new advisors since the start of the year and more than 30 overall.

Meanwhile, the firm’s AUM has broken through the $2 billion mark, a figure that has grown 80% since the merger.

"Managing $2 billion of client assets is a testament to our team’s dedication and the trust our clients place in us," said Christian Haigh, co-founder and CEO of Compound Planning. "Our rapid growth reflects our unwavering commitment to delivering top-notch financial planning and wealth management solutions to our diverse clientele. And it’s why we continue to attract exceptionally talented financial advisors.”

NEW ADVISORS

The latest advisors to join the firm are:

• Andy Park: 10+ years of experience advising high-net-worth families and individuals at Curi RMB Capital and VennWell LLC.
• David Pender: More than 7 years advising a range of high-net-worth individuals and families at Fisher Investments.
• Jesse Porter, CFP, CEPA: 8+ years helping entrepreneurs, business owners, and affluent families optimize their financial lives at Five Oceans Advisors, AdvicePeriod, and AXA Advisors.
• Kristen Smith, CFP: 10+ years of experience serving high-net-worth individuals and families at Empower, Personal Capital, and Resource Consulting Group.
• Reed Nothwang, CFP: 9+ years of experience advising big law attorneys and tech employees at Cerity Partners, US Bancorp Investments, and Edward Jones.
• Scott Ward, CFP, AIF, AIFA : 25+ years of experience advising health care and business leaders, physicians, entrepreneurs, and skilled professionals from various backgrounds.

“I am thrilled to welcome these six advisors, whose extensive experience and commitment to excellence further enhance the personalized, tech-enabled services we provide,” added Haigh.