Adam Coleman is a CFP-designated registered investment advisor at Compound Planning, INC., based in Cary, NC, with 6 years of industry experience. Adam 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Cary, NC
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an insurance agent since 2016, selling accident, health, life, and fixed annuity products, dedicating a few hours per week. Since 2020, Adam is also the managing member of Coleman Financial Advisors LLC, an entity used for bookkeeping and payroll related to his investment advisory services.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Maia Wealth
Colorado Wealth Group LLC
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.
Exams
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