Reed
Nothwang
Compound Planning
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About this Advisor
Reed Nothwang is a financial advisor based in Concord, California, working with Compound Planning. Reed has previously held positions at Edward Jones, UBS Financial Services, Hughes & Co. Construction, Sky High Sports, U.S. Bancorp Investments, Inc, Brouwer & Janachowski LLC, Cerity Partners LLC, and Compound Planning. Reed has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Reed is part of Compound Planning, which operates out of Concord, California. The firm has 40 offices and 70 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Compound Planning includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compound Planning Brokerage Details
$1,395,949,263
70
7,391
$188,872
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reed Nothwang Work History
Compound Planning
Cerity Partners LLC
Brouwer & Janachowski LLC
U.S. Bancorp Investments, Inc
Edward Jones
Hughes & Co. Construction
Ubs Financial Services
Sky High Sports
Disclosures
Please visit the SEC profile of Reed Nothwang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Compound Planning
New York, NY
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Concord, CA
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