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Timothy Robert Couture

CFP®
COMPOUND PLANNING
Norwood, MA
·CRD# 5826478·16 years experience

Professional Summary

Timothy Robert Couture, CFP®, who also goes by Tim Couture, is a registered financial advisor currently at COMPOUND PLANNING, INC. located in Norwood, Massachusetts. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Timothy has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tim Couture

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2011

Years of Experience

16 years in the financial services industry

Current & Past Employments

COMPOUND PLANNING, INC.·CRD# 171787
RIA
Norwood, MA
October 21, 2025 - Present
SVB WEALTH·CRD# 172832
RIA
Boston, MA
January 18, 2024 - October 16, 2025
FIRST CITIZENS INVESTOR SERVICES, INC.·CRD# 44430
RIA
Boston, MA
January 18, 2024 - October 16, 2025
FIRST CITIZENS ASSET MANAGEMENT, INC·CRD# 140777
RIA
Boston, MA
January 18, 2024 - October 16, 2025
FIRST CITIZENS INVESTOR SERVICES, INC.·CRD# 44430
BD
Boston, MA
January 3, 2024 - October 16, 2025
SVB INVESTMENT SERVICES INC.·CRD# 168116
BD
Newton, MA
July 2, 2020 - December 31, 2023
SVB INVESTMENT SERVICES INC.·CRD# 168116
RIA
Newton, MA
May 28, 2019 - July 29, 2022
LPL FINANCIAL LLC·CRD# 6413
BD
Needham, MA
April 4, 2017 - May 29, 2019
GOODMAN ADVISORY GROUP, LLC·CRD# 285637
RIA
Needham, MA
February 22, 2017 - March 26, 2019
WASHINGTON TRUST ADVISORS·CRD# 110407
RIA
Wellesley, MA
June 15, 2011 - February 14, 2017
WESTON SECURITIES CORPORATION·CRD# 15743
BD
Wellesley, MA
September 15, 2010 - February 14, 2017

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Current Firm

CP
COMPOUND PLANNING, INC.

ALTERNATIV WEALTH | SHOPOFF PRIVATE CLIENT GROUP | COMPOUND PLANNING, INC. | COMPOUND PLANNING | ATOMI PRIVATE CLIENT GROUP | ATOMI FINANCIAL GROUP, INC. | ATOMI FINANCIAL GROUP | ATOMI FINANCIAL ADVISORS | ATOMI ASSET MANAGEMENT

CRD#: 171787 / SEC#: 801-126007
RIA
Registered Investment Advisory firm - SEC (7/1/2022 Approved)
California
Registered Investment Advisory firm - California (8/13/2022 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (7/14/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

115 Broadway 5th Floor, New York, NY 10006

Mailing Address

169 Madison Avenue Suite 15201, New York, NY 10016

Phone Number

(888) 533-9364

# of Employees

119

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COMPOUND PLANNING-FORM ADV, PART 2A BROCHURE (10/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

8,708

AUM (Assets Under Management)

$4,848,634,144

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Licensed Insurance Agent

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
COMPOUND PLANNING, INC.

ALTERNATIV WEALTH | SHOPOFF PRIVATE CLIENT GROUP | COMPOUND PLANNING, INC. | COMPOUND PLANNING | ATOMI PRIVATE CLIENT GROUP | ATOMI FINANCIAL GROUP, INC. | ATOMI FINANCIAL GROUP | ATOMI FINANCIAL ADVISORS | ATOMI ASSET MANAGEMENT

CRD#: 171787 / SEC#: 801-126007
RIA
Registered Investment Advisory firm - SEC (7/1/2022 Approved)
California
Registered Investment Advisory firm - California (8/13/2022 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (7/14/2022 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Massachusetts
(10/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2011About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2010About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Timothy Robert Couture's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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