Reed Nothwang is a CFP-designated registered investment advisor at Compound Planning, INC., based in Concord, CA, with 9 years of industry experience. Reed 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
Concord, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Reed serves as a Director on the Board of Directors for RotaCare San Rafael, a non-profit providing medical care to uninsured families. Reed dedicates a few hours per week to this role, participating in budget approval, setting clinic hours, and fundraising event planning.
Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Cerity Partners LLC
Brouwer & Janachowski, LLC
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Edward Jones
Edward JonesBroker
State Registrations2 states
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