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CFA · CFP
DF
CFA · CFP

Dimitry Farberov

Compound Planning, INC.
17 Years of Experience
Beverly Hills, CA
View SEC Summary
View SEC Summary

Dimitry Farberov is a CFA, CFP-designated registered investment advisor at Compound Planning, INC., based in Beverly Hills, CA, with 17 years of industry experience. Dimitry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 2 more. Their firm serves 13,653 clients with $4.8B in assets under management.

Compound Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
13,653 clients
Average Client Portfolio
$355K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees vary by strategy type: 0.25% ($60 minimum) for the TAMP platform, 0.15% for in-house models, 0% to 2.00% for third-party models, 0.05% for intermediary as manager, and 0.35% for alternative strategies. Total advisory fees will not exceed a maximum cap of 2.00% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9465 Wilshire Boulevard, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Compound Planning, INC.
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Miracle Mile Advisors, LLC
January 2020 - November 2024 · 4 yrs 10 mos
Idb Capital CORP.Broker
November 2017 - January 2020 · 2 yrs 2 mos
Rsm US Wealth Management LLC
January 2016 - September 2017 · 1 yr 8 mos
Comerica SecuritiesBroker
August 2010 - January 2016 · 5 yrs 5 mos
Comerica Securities
August 2010 - January 2016 · 5 yrs 5 mos
Wachovia Securities, LLC
May 2007 - March 2009 · 1 yr 10 mos
Wachovia Securities, LLCBroker
April 2007 - March 2009 · 1 yr 11 mos
State Registrations2 states
CANY
Advisor

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.

Exams
No exam information available for this advisor.
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