Compound Value Advisers, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,416,071
Clients
25
72% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$1,136,643
About
Compound Value Advisers provides investment advisory, financial planning, and retirement plan services to individuals, high‑net‑worth individuals, business owners, trusts, estates, and corporate clients. The firm offers both discretionary 3(38) fiduciary services and non‑discretionary 3(21) advisory services for participant‑directed retirement plans, along with plan benchmarking and other plan support services.
Investment implementation centers on strategic asset allocation using primarily low‑cost index mutual funds and ETFs, with each client assigned an Investment Policy Statement and periodic rebalancing. The adviser monitors valuation metrics and applies a contrarian tilt to adjust asset class weights, and may employ options for risk management and, on rare occasions, short sales or private investments for accredited clients.
A distinctive feature is the firm’s regular offering of educational seminars and workshops at no charge, and the integration of participant education into its plan services, a practice that is uncommon among peers. The brochure also notes occasional use of commission‑free ETFs, the ability to include private real estate for accredited investors, and the availability of commission‑free insurance or annuity products when disclosed as appropriate.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Passive / index investing
Options & derivatives strategies
Real estate investing
Occupation focus
Founder/Business Owner
Fee options
Financial planning services typically between $2,500 and $10,000, negotiable
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,000 - $3,000,000: 0.80% annually $3,000,000 - $4,000,000: 0.70% annually $4,000,000 - $5,000,000: 0.50% annually $5,000,000+: Negotiable
$350 to $450 per hour, negotiable
Fee-only: Asset-based fees, fixed annual retainer fees, hourly fees, fixed fees for financial planning
Main office location
Compound Value Advisers, LLC
Sparta MI, United States
Number of offices
1
Most active in
Compound Value Advisers, LLC has reported serving >5 clients in these states in the last 12 months.
California · Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")