TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
AF
CFP
AF
CFP
Aaron Clark Foster
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
Loading...
Location
Windsor, CO
Get directions
History
Regulatory History (1)
What are disclosures?
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.
Learn how to evaluate them
.
Civil
March 2024
Pending
View Full SEC Report
How to Read Disclosures
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
March 2022 - April 2023 · 1 yr 1 mo
MML Investors Services, LLC
October 2021 - March 2022 · 5 mos
MML Investors Services, LLC
Broker
October 2021 - March 2022 · 5 mos
Charles Schwab & CO., INC.
March 2016 - November 2021 · 5 yrs 8 mos
Charles Schwab & CO., INC.
Broker
December 2015 - November 2021 · 5 yrs 11 mos
State Registrations
2 states
CO
NH
Advisor
Exams
No exam information available for this advisor.