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CFP
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CFP

Timothy Couture

Compound Planning, INC.
16 Years of Experience
Norwood, MA
View SEC Summary
View SEC Summary

Timothy Couture is a CFP-designated registered investment advisor at Compound Planning, INC., based in Norwood, MA, with 16 years of industry experience. Timothy 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
—
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Location

Norwood, MA

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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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Other Business Activities

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.
October 2025 - Present · 1 yr
Previous Registrations
First Citizens Asset Management, INC
January 2024 - October 2025 · 1 yr 9 mos
First Citizens Investor Services, INC.
January 2024 - October 2025 · 1 yr 9 mos
Svb Wealth
January 2024 - October 2025 · 1 yr 9 mos
First Citizens Investor Services, INC.Broker
January 2024 - October 2025 · 1 yr 9 mos
Svb Investment Services INC.Broker
July 2020 - December 2023 · 3 yrs 5 mos
Svb Investment Services INC.
May 2019 - July 2022 · 3 yrs 2 mos
LPL Financial LLCBroker
April 2017 - May 2019 · 2 yrs 1 mo
Goodman Advisory Group, LLC
February 2017 - March 2019 · 2 yrs 1 mo
Weston Financial
June 2011 - February 2017 · 5 yrs 8 mos
Weston Securities CorporationBroker
September 2010 - February 2017 · 6 yrs 5 mos
State Registrations1 state
MA
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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