Boyan Ognianov Doytchinov

CFA · CFP

6 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh 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

Location

Port Wahington, NY

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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.

Employment History

Current Registrations

Compound Planning, INC.

February 2025 - Present · 1 yr

Previous Registrations

Osaic Wealth, INC.Broker

May 2022 - February 2025 · 2 yrs 9 mos

Snyder Wealth Group

March 2021 - February 2025 · 3 yrs 11 mos

Royal Alliance Associates, INC.Broker

October 2012 - September 2014 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.