This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COMPOUND PLANNING, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S65

First exam

Dec 29, 2021

First registration

Jan 1, 2022

Dual registered

no

IAPD individual key

7476937

• Occurred

  Mar 25, 2025
  Advisor changed firm

  Tyler John Coder left Choreo, Llc for Compound Planning, Inc. (registered 2025-03-31)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7dbe5cf4-24c3-5a9a-e97c-b9be6bca8cb7

First observed

Jan 1, 2022

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.