TrueAdvisor
TrueAdvisor
KJ
CFP
KJ
CFP

Kaitlin Christine Jones

Compound Planning, INC.
11 Years of Experience
View SEC Summary
View SEC Summary
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

Contact

KJ
Kaitlin Christine Jones

Location

110 South Main Street, Moscow, ID, 83843-2806

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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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Employment History
Current Registrations
Compound Planning, INC.
June 2025 - Present · 8 mos
Northstar Financial Management, INC.
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Hrc Wealth Management, LLC
January 2014 - October 2017 · 3 yrs 9 mos
State Registrations4 states
CAIDORWA
Advisor
Exams
No exam information available for this advisor.
KJ
Contact
Kaitlin Christine Jones