Trey Michael Fernandez

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 12/2020
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 12/2015 → 03/2019
  Wells Fargo
  Jacksonville, FL
• 01/2021 → 02/2025
  Motley Fool Wealth Management, Llc
  Alexandria, VA
• 11/2022 → 03/2025
  Tmf Investments
  Alexandria, VA
• 03/2025 → Present
  Compound Planning, Inc.
  Broadway, NY

Previous Registrations

• 2022-02-18 → 2025-02-13
  Motley Fool Wealth Management, Llc
  Alexandria, VA
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-12
• S63 Uniform Securities Agent State Law Examination
  2019-06-07

Other Names

• Trey Michael Fernandez
• Trey Fernandez