TrueAdvisor
TrueAdvisor
BW
CFP
BW
CFP

Brandon Mitchell Wyand

Compound Planning, INC.
10 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

Location

Morrison, CO

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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.
April 2025 - Present · 10 mos
Previous Registrations
Arq Wealth Advisors, LLC
August 2023 - May 2025 · 1 yr 9 mos
Empower Advisory Group, LLC
April 2023 - October 2023 · 6 mos
Personal Capital Advisors Corporation
November 2019 - April 2023 · 3 yrs 5 mos
Vanguard Advisers, INC.
February 2018 - November 2019 · 1 yr 9 mos
Vanguard Marketing CorporationBroker
December 2016 - November 2019 · 2 yrs 11 mos
Park Avenue Securities LLCBroker
April 2016 - December 2016 · 8 mos
MML Investors Services, LLC
November 2015 - April 2016 · 5 mos
MML Investors Services, LLCBroker
October 2015 - April 2016 · 6 mos
AXA Advisors, LLCBroker
June 2015 - October 2015 · 4 mos
State Registrations3 states
CACOTX
Advisor
Exams
No exam information available for this advisor.