Compound Planning, Inc.

Tammy Johns is a financial advisor at Compound Planning, Inc. with three years of industry experience. She holds a Series 65 designation and has worked at Compound Planning since 2023, following roles at Compound Advisers, Goldman Sachs, Shelton and Seal Wealth Management, Utah Valley Specialty Hospital, and Vivint. Compound Planning 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 options for customization.

Scott Weigel is a CFP® professional with four years of industry experience, currently advising at Compound Planning, Inc. since 2025. His prior roles include several years at Mercer Global Advisors Inc. and earlier positions at Adam Financial Associates and Precise International. Compound Planning, Inc. 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 operates a multi-advisor platform offering both discretionary and non-discretionary portfolio management with customizable investment strategies.

Marco Miranda is a financial advisor at Compound Planning, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at Alliance Bernstein and The Prudential Insurance Company of America. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management, 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 customization options.

Charlotte Jones is a financial advisor at Compound Planning, Inc. with five years of industry experience. She holds a Series 65 credential and has previously worked at Northstar Financial Management, Intuit, Inc., and FTD Companies. Outside of her advisory role, she serves as a manager and member of an LLC focused on community investment through real estate in Moscow, Idaho. Compound Planning, Inc. serves individual, intermediary, and institutional clients through portfolio management, turnkey asset management, and separately managed account solutions. The firm offers discretionary and non-discretionary management with customizable direct indexing options and delivers advice via a multi-advisor platform managing approximately $4.3 billion in assets.

David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024, as well as at Ent Los Gatos and UCSF Medical Center. Compound Planning 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.

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.

Isaac Franks is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Compound Planning, Inc. and has previously been affiliated with firms including Ameriprise Financial Services, LLC, and Merrill Lynch Wealth Management. Outside of his advisory role, he owns Pots3D, a non-investment-related business. 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 offers both discretionary and non-discretionary portfolio management with customizable strategies.

Kyle Rudduck is a CFP® and CFA® with nine years of industry experience. He is currently affiliated with Compound Planning, Inc. and has previously worked at firms including Creative Planning and Truepoint Inc. Rudduck’s professional background includes roles at Quadrant Capital Group, LLC and Constellation Wealth Advisor, LLC. Compound Planning, Inc. 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 operates a multi-advisor platform offering both discretionary and non-discretionary portfolio management with customization options.

Boyan Doytchinov is a CFP®, CFA®, and Series 63 credentialed advisor at Compound Planning, Inc. with six years of industry experience. He has previously worked at Osaic Wealth Inc, Mark J. Snyder Financial Services, Inc., and Altfest Personal Wealth Management. Compound Planning, Inc. manages approximately $4.3 billion in assets and serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, separately managed account direct-index solutions, financial planning, and consulting. The firm operates a multi-advisor platform offering both discretionary and non-discretionary management with customization options and sub-advisory programs.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and First Republic Investment Management. Compound Planning serves individuals, financial intermediaries, and institutional clients with portfolio management, turnkey asset management, direct-index solutions, financial planning, and sub-advisory services. 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.

Aaron Schomer is a CFP® with 21 years of industry experience. He is currently with Compound Planning, Inc. and previously worked at Choreo, LLC and RSM US Wealth Management LLC. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers customizable investment solutions including direct indexing and separately managed accounts.

Marcel Pfister is a financial advisor at Compound Planning, Inc. with 10 years of industry experience. He holds the Series 65 and Series 66 licenses. His prior experience includes roles at Goldman Sachs & Co. and SVB Wealth. Compound Planning serves individuals, financial intermediaries, and institutional clients through a multi-advisor platform, offering portfolio management, turnkey asset management services, direct-index solutions, and financial planning. The firm manages approximately $4.3 billion in assets and features sub-advisory programs and a preferred relationship with an FT FinTech affiliate.

Nicholas Garcia is a financial advisor at Compound Planning, Inc. with 13 years of industry experience. His prior roles include positions at Compound Advisers, Inc., First Republic Securities, Co., First Republic Investment Management, Inc., and Morling Financial Advisors, LLC. He holds Series 63 and Series 66 licenses. Compound Planning serves individuals, financial intermediaries, and institutional clients through a multi-advisor platform offering 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 provides both discretionary and non-discretionary portfolio management with customization and ongoing oversight.

Tracy Kinder is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds a Series 65 designation and previously worked at Claraphi Advisory Network, LLC for nine years. Compound Planning, Inc. serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers customizable investment solutions including direct indexing and separately managed accounts, delivering advice via a multi-advisor platform.

Jared Mejstrik is a financial advisor at Compound Planning, Inc. in Omaha, NE, holding Series 63 and Series 66 licenses with eight years of industry experience. His career includes roles at Morgan Stanley, Austin Wealth Management, TD Ameritrade, and Gallup. Compound Planning serves individuals, financial intermediaries, and institutional clients with portfolio management, turnkey asset management, direct-index solutions, financial planning, and sub-advisory services. 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 investment solutions.