Stuart Schiffman
Compound Wealth Advisors · San Diego, California
Stuart Schiffman is a fee-only financial advisor at Compound Wealth Advisors in San Diego, California, who holds the CFP and ChFC credentials. Stuart charges a one-time planning fee (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- High earners
Facts
| Firm | Compound Wealth Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model | One-time planning fee |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $10.5M across 30 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA, CT, TX · CRD 1305083 |
| Exams passed | Series 63 (1984) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.compoundwealthadvisors.com |
| Profile |
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Questions about Stuart
Is Stuart Schiffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stuart holds no broker registration, and Compound Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stuart charge for financial advice?
Stuart charges a one-time planning fee.
How much does Stuart charge?
According to Compound Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Stuart Schiffman based?
Stuart Schiffman is based in San Diego, California.
What does Stuart specialize in?
Stuart's specialties include retirement planning, tax planning and estate & legacy planning. Stuart works with pre-retirees, retirees and high earners.
What credentials does Stuart Schiffman hold?
Stuart Schiffman holds the CFP and ChFC credentials.
Is Stuart Schiffman registered with the SEC?
Yes. Stuart Schiffman is registered as an investment adviser representative in CA, CT and TX (CRD 1305083), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compound Wealth Advisors manage?
Compound Wealth Advisors reports $10.5M across 30 accounts in assets under management.
How do I contact Stuart Schiffman?
Through Stuart's website, www.compoundwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Compound Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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