Dylan Clark
Investment adviser representative at Compound Planning, Inc.
19 yearsExperience
1 stateRegistered in
$4.8BFirm assets
4 yearsFirm in business
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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
19 years in the industry.
- Compound Planning, Inc.May 2026 to now
- UnemployedJan 2026 to May 2026
- LarsonNov 2023 to Jan 2026
- Diamond Client Group, LLCMar 2023 to Nov 2023
- Peak Brokerage Services, LLCMar 2023 to Nov 2023
- ArppAug 2022 to Mar 2023
- Baker and Company Advisory GroupJun 2020 to Jul 2022
- Mt Zion Public SchoolAug 2007 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7462124
- Firm CRD
- 171787