TrueAdvisor
TrueAdvisor
MF
CFP
MF
CFP

Matthew Faubion

Compound Planning, INC.
13 Years of Experience
Vancouver, WA
1 Disclosure
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Matthew Faubion is a CFP-designated registered investment advisor at Compound Planning, INC., based in Vancouver, WA, with 13 years of industry experience. Matthew 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

Vancouver, WA

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History

Regulatory History (1)
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Regulatory
August 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Compound Planning, INC.
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Origin Financial
May 2022 - January 2023 · 8 mos
Faubion Wealth Management LLC
May 2020 - February 2025 · 4 yrs 9 mos
Catalyst Private Wealth, LLC
October 2019 - April 2020 · 6 mos
Mutual Advisors, LLC
June 2019 - September 2019 · 3 mos
Destination Wealth Management
December 2016 - May 2019 · 2 yrs 5 mos
Clearpath Capital Partners LLC
August 2012 - November 2016 · 4 yrs 3 mos
State Registrations2 states
CAWA
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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