DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Marcel Dominik Pfister

Compound Planning, Inc.independent RIAGlen Mills, Pa IA-onlyIAPD 6058801
Feed of 09/15/2026
Also filed as Marcel Pfister
At current firm
0 y
since Jan 13, 2026
In the industry
12 y
since Jul 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Principal Wealth Advisorreportedcompoundplanning.comfirm site, Sep 15, 2026
Partner or owner
“Principal Wealth Advisor”reportedcompoundplanning.comthe sentence on the bio page
Years, as the firm states
12reportedcompoundplanning.com“Marcel Pfister is an experienced Wealth Advisor with over 12 years of experience in the financial services industry.”
Professional profile
compoundplanning.com/company/team/marcel-pfisterreportedcompoundplanning.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
  • Compound Planning, Inc. independent RIA current
    since Jan 13, 2026 · Glen Mills, Pa
  • Svb Wealth independent RIA
    Dec 7, 2022 to Jan 13, 2026 · New York, Ny
  • Farther independent RIA
    Aug 11, 2021 to Dec 14, 2022 · Lansdowne, Pa
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Marcel Dominik Pfister left Svb Wealth for Compound Planning, Inc. (registered 2026-01-13)
    Jan 13, 2026 · Advisor changed firm · fact
  • Marcel Dominik Pfister left Farther for Svb Wealth (registered 2022-12-07)
    Dec 14, 2022 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
12derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address