---
title: 'Wealth Advisor at Compound Planning, Inc.'
canonical: 'https://feeny.ai/job/wealth-advisor-compound-planning-inc-remote-7ss32vr2046b'
type: 'job'
last_seen: '2026-09-11'
---

# Wealth Advisor at Compound Planning, Inc.

- **Company:** Compound Planning, Inc.
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2025-04-11
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/compound/1865cf9f-6b1c-46ad-a876-5359fea21fbf

## Job description

About us: Compound Planning, with over $3B AUM, is a high growth digital family office who caters to entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

About this role: As a wealth advisor, you’ll work directly with clients in Des Moines collaborating on their most important financial decisions, as well as partner with our technology team to continuously innovate our product roadmap to meet your clients' evolving financial needs. You care deeply about your clients’ outcomes and find yourself asking how you can spend more time advising and building business and less time on the back office. You have worked with HNW and UHNW individuals and hold required accreditation (CFP, CPA, Series 65, etc.). You want to access and influence the next generation of tools for providing better planning and advice to your clients.

You should embody the Compound Planning Values:

- Act with Ownership – We take full responsibility for our decisions, pride in our contributions, and accountability for our impact.
- Deliver with Velocity – We move with focus and purpose, ensuring meaningful progress for our teams and company.
- Innovate with Intention – We apply best practices where they work and focus our creativity on solving the toughest challenges.
- Execute with Grit – We show up, do the work, and push through obstacles—because no task is beneath us.

You have:

- 3-5+ years of experience advising HNW+
- Required accreditation (Series 65, CFP, or equivalent)
- A client service mindset

Compound Planning is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.

## About Compound Planning, Inc.

## Company Overview
- **One-liner**: Compound Planning is a modern digital family office that provides integrated wealth management, tax, investment, and estate planning services for entrepreneurs, professionals, and families.
- **Entity Type**: Private (Investor-backed)
- **Headquarters**: New York, NY, United States
- **Founded**: Not publicly available
- **Founders**: Alex Farman-Farmaian (Co-Founder & CEO)

## Core Business
- **Primary industries**: Wealth management, financial advisory, tax planning & filing, investment management, estate planning.
- **Target customers**: B2C – entrepreneurs, tech professionals, retirees, and high-net-worth families in the United States.
- **Mission**: “Compound helps entrepreneurs, professionals, retirees, and families achieve their financial goals. You can think of us as your family office — a single place to manage your taxes, investments, and borrowing.” [compoundplanning.com/faq](https://compoundplanning.com/faq)

## Products & Services
- **Financial Planning & Goal Modeling**: Personalized multi-year financial plans built with proprietary software, covering IPO forecasting, retirement, estate, and diversification strategies.
- **Tax Advising & Filing**: Specialized tax planning and filing for stock option exercise, charitable giving, and capital call tracking.
- **Investment Management**: Public equities and alternative asset investing (venture capital, real estate, private equity, fixed income) with access to top custodians (Fidelity, Schwab).
- **Estate Planning**: Assistance with trusts (e.g., GRATs), wealth transfer, and coordination with law firms.
- **Borrowing Products**: Portfolio lines of credit, stock option financing, mortgages, and other loans.
- **Philanthropic Planning**: Establishment of donor-advised funds (DAFs) and foundations.
- **Document Management & Balance Sheet Tracking**: Centralized tracking and management of financial documents and net worth.

*All services are delivered through a combination of a digital platform and dedicated human advisors.*

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: $4.8 billion in regulatory assets under management (AUM) as of March 2026 (latest Form ADV filing). The company’s website cites “over $5 billion”. [rialytix.com](https://www.rialytix.com/crd/171787/compound-planning-inc)
- **Notable Investors/Partners**: Greenoaks, Egon Durban, Lachy Groom, Y Combinator, and leaders from Goldman Sachs, Stripe, and Meta. [compoundplanning.com/faq](https://compoundplanning.com/faq)
- **Growth Signals**:
  - 119 employees (up from 6 in the past 10 years, a +1,883% increase)
  - 8,708 client accounts and 25 offices across the U.S.
  - AUM grew from $100M to $4.8B over the same period (+4,709%)
  - Actively hiring across multiple roles, as shown by a dedicated careers page on Ashby.

## Competitive Advantages
- **Digital Family Office Model**: Combines the personal touch of a trusted advisor with a modern, beautiful digital experience — addressing gaps left by robo-advisors and traditional private banks.
- **No Minimum Asset Requirement**: Accessible to a wider audience than typical wealth management firms.
- **Fiduciary Standard**: Legally obligated to prioritize client interests; all advisors are fiduciaries.
- **Deep Tech/Equity Expertise**: Specialized knowledge in stock options, equity compensation, and tax strategies for technology professionals.
- **Integrated Service Stack**: Taxes, investments, borrowing, estate planning – all under one roof, eliminating the need for multiple disconnected vendors.

## Strategic Focus
- **Scaling the Platform**: Growing the advisor team and client base while maintaining high-touch service.
- **Vertical Integration**: Continuing to add in-house capabilities (e.g., tax filing, borrowing) to reduce reliance on external partners.
- **Technology-First Innovation**: Building proprietary modeling software and a cohesive digital experience to differentiate from traditional wealth managers.
- **Hiring for Growth**: Emphasizing “kind and ambitious” talent across engineering, advisory, and operations roles, with a hybrid/remote-friendly culture.

## Why Work Here
- **Culture**: Described as a team of engineers who understand equity modeling and financial advisers who follow Hacker News – a blend of technical rigor and genuine care for clients.
- **Remote/Hybrid Policy**: Headquartered in New York with team members across North America and Europe; offices in California, Idaho, Iowa, New York, and Ohio. Supports flexible and distributed work.
- **Notable Perks**: Opportunity to work on cutting-edge wealth management technology; influence over a rapidly growing platform; collaborative environment with low hierarchy.
- **Engineering Culture**: Emphasis on building beautiful, purpose-built software; engineers are directly involved in solving complex financial planning problems.

## Sources
1. [compoundplanning.com](https://compoundplanning.com/)
2. [compoundplanning.com/company/about](https://compoundplanning.com/company/about)
3. [compoundplanning.com/faq](https://compoundplanning.com/faq)
4. [rialytix.com/crd/171787/compound-planning-inc](https://www.rialytix.com/crd/171787/compound-planning-inc)
5. [jobs.ashbyhq.com/compound](https://jobs.ashbyhq.com/compound)

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