William Leboeuf
William Leboeuf is a registered investment advisor at Compound Planning, INC., based in Dayton, OH, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
3033 Kettering Boulevard, Ste 103, Dayton, OH, 45439
Get directionsHistory
Regulatory History (3)
Regulatory
April 2022Regulatory
November 2021Employment Separation After Allegations
November 2019Other Business ActivitiesSells Insurance
William is a director for the YMCA and Western Golf Association, and a board member for Consumer Optix. He is also a Managing Director for Carillon Advisors Insurance Agency, selling life and health insurance, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
One Resource Group Private Advisor Group
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.