Firm
Compound Wealth Advisors
San Diego, California
Fee-only
Facts
| Based in | San Diego, California |
|---|---|
| Website | compoundwealthadvisors.com |
| Phone | (858) 263-3207 |
Compound Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Our white glove service is designed for individuals with at least $1 million in investable assets." source
"Our white glove service is designed for individuals with at least $1 million in investable assets." source
"we offer financial assessments that can identify gaps in your current plan. If you become an active client within sixty days of purchasing a financial plan" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $11 million |
| Individual clients | 4 |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 288240 |