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Scott Douglas Hedgcock

Compound Planning

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About Scott Douglas Hedgcock

Scott Hedgcock is a financial advisor with Compound Planning. Scott has been in the industry since 2006 and holds both the Series 7 and Series 66 licenses. Scott specializes in providing financial planning services to individuals and businesses. Scott also provides educational seminars and publications. Scott's previous experience includes working for Coldstream Securities, Inc. in Bellevue, WA, and Cornerstone Advisors, Inc. in Bellevue, WA. Scott has a strong track record of success in helping clients achieve their financial goals. Scott is committed to providing personalized service and building long-term relationships with clients.

Firm Information

Scott Hedgcock 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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Scott Hedgcock’s Registration & Firm History

WA

09/06/2024 - Present

Compound Planning (Bothell WA)

WA

08/16/2006 - 02/22/2012

COLDSTREAM SECURITIES, INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 08/04/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Douglas Hedgcock.
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