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AS
CFP
AS
CFP
Aaron Matthew Schomer
Compound Planning, INC.
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Business Owners
High Net Worth
Compound Planning, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
75 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.0B
Fee Structure
Minimum Investment:
$25K
Investment Management
Planning
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Location
115 Broadway, 5th Floor, New York, NY, 10006
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Civil
March 2025
Pending
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Employment History
Current Registrations
Compound Planning, INC.
February 2025 - Present · 1 yr
Previous Registrations
Choreo, LLC
June 2004 - March 2025 · 20 yrs 9 mos
State Registrations
4 states
FL
IA
MO
TX
Advisor
Exams
No exam information available for this advisor.