Timothy Robert Couture
Investment adviser representative at Compound Planning, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Compound Planning, Inc.Oct 2025 to now
- First Citizens BankJan 2024 to Oct 2025
- First Citizens BankMar 2023 to Dec 2023
- Silicon Valley BankFeb 2019 to Mar 2023
- Goodman Advisory Group, LLCFeb 2017 to Feb 2019
- LPL Financial, LLCFeb 2017 to Feb 2019
- Weston Financial Group, Inc.Sep 2009 to Feb 2017
- Weston Securities CorporationSep 2009 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MA).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5826478
- Firm CRD
- 171787