Matthew James Faubion
Investment adviser representative at Compound Planning, Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Compound Planning, Inc.Dec 2024 to now
- Origin FinancialMay 2022 to Jan 2023
- Faubion Wealth Management LLCMay 2020 to Jan 2025
- Catalyst Private Wealth, LLCJun 2019 to Apr 2020
- Destination Wealth ManagementNov 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
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
- 6108371
- Firm CRD
- 171787