Joseph Guterding is a registered investment advisor at The Compounding CO, based in Palm Beach Gardens, FL. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
The Compounding Co. offers an optional ongoing membership for clients seeking continuous guidance and plan updates. The membership is billed as follows:
- Monthly billing — $100 to $150 per month
- Quarterly billing — $300 to $450 per quarter
This membership includes periodic check-ins, updates to your financial plan to reflect major life changes, at least one comprehensive annual review, and educational seminars and workshops at no extra charge.
- Comprehensive financial plan — $1,995 total one-time flat fee (includes a $500 deposit at engagement and $1,495 due upon plan delivery), covering a personalized financial roadmap, budgeting, debt management, retirement planning, tax planning guidance, and insurance analysis.
Location
Palm Beach Gardens, FL
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
The Compounding CO
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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