Pricing - One Time Fee

The Compounding Couples Plan — $2,695

Built for couples who want a coordinated plan and long-term strategy together.

What to expect:

  • A complete review of both partners’ finances, accounts, and goals

  • Joint planning for investing, savings, and long-term wealth building

  • Retirement and account optimization for both individuals

  • Personalized ETF portfolio strategy tailored to your combined household plan

  • Guidance on how to structure contributions and long-term priorities

  • A clear plan that aligns both partners on the same financial path

  • Final meeting to confirm strategy and implementation steps

The Compounding Plan — $1,995

Designed for individuals who want a complete investing plan built for long-term wealth.

What to expect:

  • A full review of your financial situation and goals

  • Retirement account strategy (401(k), Roth IRA, HSA, brokerage, etc.)

  • Personalized ETF portfolio recommendation and allocation

  • Guidance on contributions, savings targets, and long-term investing habits

  • Clear step-by-step action plan to implement everything correctly

  • Final review meeting to confirm your plan and next steps

The Compounding Business Plan — $3,695

Designed for business owners who want personal wealth-building plus smarter business planning.

What to expect:

  • Review of both personal and business financial structure

  • Guidance on business cash flow strategy and long-term planning

  • Retirement plan and investment strategy options for business owners

  • Tax-aware account structuring recommendations (as applicable)

  • Personalized long-term ETF portfolio strategy for personal investing

  • Action steps to build wealth while keeping the business financially strong

  • Final review meeting to confirm structure, strategy, and next steps

Pricing - Optional Ongoing Support Memberships

We offer optional memberships for clients who want continued guidance after their plan is built. These memberships provide long-term accountability and structured reviews — without ongoing AUM fees.

Compounding Essentials — $29/month

Designed for clients who want light long-term support and an annual review to stay on track.

This plan is best for individuals who feel confident in their investing strategy, but want a professional resource for occasional questions and a yearly check-in to confirm everything remains aligned.

Includes:

  • Ongoing access for general questions throughout the year

  • Guidance for minor updates or changes as they arise

  • One annual review to confirm account strategy, contributions, and portfolio alignment

  • Accountability and clarity to stay disciplined long-term

Annual option: $309/year (save roughly 10%)

Compounding Premium — $49/month

Built for clients who want higher-touch support and ongoing strategy guidance as life changes.

This plan is ideal if your income is growing, you expect major life changes, or you simply want more frequent reviews to ensure your plan stays optimized.

Includes:

  • Priority support and faster response times

  • Ongoing guidance for strategy adjustments as your goals evolve

  • Help navigating larger financial decisions throughout the year

  • Quarterly or semi-annual reviews to ensure your plan stays optimized

  • Continued accountability to stay consistent through all market cycles

Annual option: $529/year (save roughly 10%)

Support Guidelines

Membership support is designed for reasonable ongoing guidance and periodic check-ins. Clients needing extensive planning work or major restructuring may require an additional planning engagement.

Regulatory Disclosure

The Compounding Co. is a Registered Investment Adviser (RIA). All information provided on this website is for informational purposes only and should not be considered individualized investment, tax, or legal advice. Advisory services are provided only to clients under a written agreement. Investment strategies involve risk, including the possible loss of principal, and past performance is not indicative of future results. Clients are encouraged to consult with their tax professional or legal advisor regarding their personal situation.