linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Grund Rowe

Compound Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Grund Rowe

Todd Grund Rowe is a financial advisor at Compound Planning. Rowe has been a financial advisor since 2012. Rowe has worked at RSM US WEALTH MANAGEMENT LLC and Choreo, LLC. Rowe is registered with FINRA and has earned the Series 7 license. Rowe holds the Certified Financial Planner designation. Rowe is an Investment Advisor Representative in the state of North Carolina. Rowe's specializations include providing financial planning, portfolio management for individuals and businesses, educational seminars, and the selection of other advisors.

Firm Information

Todd Rowe 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Selection of other advisers

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd Rowe’s Registration & Firm History

NC

09/26/2024 - Present

Compound Planning (Charlotte NC)

NC

04/04/2012 - 07/17/2012

BIRCHTREE FINANCIAL SERVICES LLC (RALEIGH NC)

Not sure if Todd Grund Rowe is right for you?

Licenses & Designations

BC

Issued 04/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Grund Rowe.
Not sure if Todd Grund Rowe is right for you?