Adam Coleman is a CFP-designated registered investment advisor at Compound Planning, INC., based in New York, NY, with 5 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
115 Broadway, 5th Floor, New York, NY, 10006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an insurance agent since 2016, selling accident, health, life, and fixed annuity products, dedicating a few hours per week. Since 2020, Adam is also the managing member of Coleman Financial Advisors LLC, an entity used for bookkeeping and payroll related to his investment advisory services.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Maia Wealth
Colorado Wealth Group LLC
State Registrations2 states
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