Patrick Vincent Scherer
Investment adviser representative at Compound Planning, Inc.
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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
11 years in the industry.
- Compound Planning, Inc.Feb 2025 to now
- Cw Advisors, LLCMay 2021 to Feb 2025
- Pinnacle Advisory Group, Inc.May 2020 to May 2021
- Wilmington TrustAug 2015 to May 2020
Designations
- ChFC®
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7254767
- Firm CRD
- 171787