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Connor Troy Phelps

Compound Planning

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About Connor Troy Phelps

Connor Troy Phelps is a financial advisor who has been in the industry since 2019. Connor is currently registered with the state of California and Washington. Connor is a Certified Financial Planner and has a strong background in financial planning and portfolio management. Connor has experience working with a variety of clients, including high-net-worth individuals and families. Connor is also experienced with working with other financial advisors and helping select the best solution for their clients' needs. Connor is passionate about helping clients achieve their financial goals and is committed to providing them with the highest level of service. Connor is currently working with Compound Planning.

Firm Information

Connor Phelps is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers

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Connor Phelps’s Registration & Firm History

NY

10/20/2023 - Present

Compound Planning (NEW YORK NY)

WA

02/08/2019 - 03/07/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 03/29/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor Troy Phelps.
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