Kaitlin Jones is a CFP-designated registered investment advisor at Compound Planning, INC., based in Moscow, ID, with 12 years of industry experience. Kaitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 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.
Contact
Kaitlin Jones
Location
110 S Main St, Moscow, ID, 83843
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Northstar Financial Management, INC.
Hrc Wealth Management, LLC
State Registrations4 states
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