Advisor at Compound Planning, Inc.
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Firm
Compound Planning, Inc.
Location
Turluck, CA
Credentials
Series 63, Series 65
Industry experience
42 years
David Hubble is a financial advisor with Compound Planning, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Since 2016, he has been associated with Claraphi Advisory Network, LLC. Compound Planning, Inc. serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, separately managed account direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and operates a multi-advisor platform offering both discretionary and non-discretionary portfolio management with customizable solutions.
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.
Turluck, CA
California
Claraphi Advisory Network, LLC
2016 - Present (10 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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