AS
CFP
AS
CFP

Aaron Matthew Schomer

21 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
2,352 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$25K
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Location

115 Broadway, 5th Floor, New York, NY, 10006

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History

Regulatory History (1)
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Civil
March 2025
Pending
Employment History
Current Registrations
Compound Planning, INC.
February 2025 - Present · 1 yr
Previous Registrations
Choreo, LLC
June 2004 - March 2025 · 20 yrs 9 mos
State Registrations4 states
FLIAMOTX
Advisor
Exams
No exam information available for this advisor.