Timothy Couture is a CFP-designated registered investment advisor at Compound Planning, INC., based in Norwood, MA, with 15 years of industry experience. Timothy 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
Norwood, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is registered with SVB Wealth LLC and FCAM as an investment advisor, providing investment advisory services to clients. He is a full-time employee at both firms.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
First Citizens Asset Management, INC
First Citizens Investor Services, INC.
Svb Wealth
First Citizens Investor Services, INC.Broker
Svb Investment Services INC.Broker
Svb Investment Services INC.
LPL Financial LLCBroker
Goodman Advisory Group, LLC
Weston Financial
Weston Securities CorporationBroker
State Registrations1 state
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.