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Kristen Grace Smith

Compound Planning

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About Kristen Grace Smith

Kristen Grace Smith is a financial advisor with Compound Planning. Kristen has over 10 years of experience in the financial services industry. Kristen is a Certified Financial Planner. Kristen's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses. Kristen is currently registered as a Registered Representative with the state of Texas. Kristen's previous employers include Personal Capital Advisors, Empower Advisory Group, LLC, and Resource Consulting Group, Inc. Kristen is committed to providing her clients with personalized financial advice and guidance. Kristen's goal is to help her clients achieve their financial goals.

Firm Information

Kristen Smith 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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Kristen Smith’s Registration & Firm History

TX

03/22/2024 - Present

Compound Planning (Austin TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen Grace Smith.
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