Beau Simon is a registered investment advisor at Compound Planning, INC., based in Royal Oak, MI, with 9 years of industry experience. Beau 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
Royal Oak, MI
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Regulatory History (1)
Civil
March 2024Employment History
Current Registrations
Compound Planning, INC.
Previous Registrations
Empower Advisory Group, LLC
Personal Capital Advisors Corporation
Gerber Kawasaki Wealth & Investment Management
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.