Advisor at Compound Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cranberry Twp, PA
Credentials
CFP®, ChFC®
Industry experience
5 years
Patrick Scherer is a CFP® and ChFC® with five years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2025. His prior experience includes roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers both discretionary and non-discretionary portfolio management with customization options and ongoing client oversight.
Based on Compound Planning, Inc.
Based on Compound Planning, Inc.
Based on Compound Planning, Inc.
Financial planning project fees range from $500 to $10,000 per engagement.
$0+: Up to 2.00% maximum of AUM (negotiable, tiering details not specified) $0+: TAMP Platform: 0.25% or $60/year minimum fee $0+: In-House Models: 0.15% annually $0+: Third-Party Models: 0% to 2.00% annually $0+: Intermediary as Manager: 0.05% annually $0+: Alternative Strategies: 0.35% annually
Consulting fees range from $100 to $500 per hour for specialized consulting services.
Account minimum: $25,000 (generally required, but flexible and may be waived or negotiated) Minimum fee: TAMP Platform: $60/year minimum fee (or 0.25%, whichever is higher) Fee-only: Financial Planning & Consulting: Project fees $500–$10,000 per engagement; hourly $100–$500/hour; 50% upfront retainer required.
Cranberry Twp, PA
Pennsylvania
Compound Planning
2025 - Present (1 year)
CW Advisors, LLC
2021 - 2025 (4 years)
Pinnacle Advisory Group, Inc.
2020 - 2021 (1 year)
WILMINGTON TRUST
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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