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BP
BP
Bradley James Porter
Compound Planning, INC.
9 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Business Owners
High 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
Investment Management
Planning
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Location
Highlands Ranch, CO
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History
Regulatory History (1)
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Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Civil
March 2024
Pending
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Employment History
Current Registrations
Compound Planning, INC.
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Empower Advisory Group, LLC
April 2023 - January 2024 · 9 mos
Personal Capital Advisors Corporation
January 2019 - April 2023 · 4 yrs 3 mos
Crestone Asset Management LLC
March 2017 - February 2018 · 11 mos
Crestone Asset Management LLC
August 2016 - December 2016 · 4 mos
Crestone Securities LLC
Broker
August 2016 - February 2018 · 1 yr 6 mos
J.P. Morgan Securities LLC
Broker
April 2015 - March 2016 · 11 mos
State Registrations
1 state
CO
Advisor
Exams
No exam information available for this advisor.