Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
5yrs
Dylan Clark
Financial advisor at Compound Planning
Dylan Clark is a fiduciary financial advisor in Houston, Texas, with 5 years in the industry. Dylan joined Compound Planning in 2026, after less than a year at Larson Financial Group and two years at Intrua Financial. Compound Planning offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeHouston, TX
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$262,119
Advisors at the firm78
States licensed ?1 state
Services through Compound Planning
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowCompound Planning, Inc.Current firm
- Aug 2025 – Feb 2026Larson Financial Group, LLCPreviously
- Dec 2023 – Aug 2025Intrua FinancialPreviously
- Apr 2023 – Nov 2023Diamond Client Group, LLCPreviously
- Aug 2022 – Mar 2023ArppPreviously
- Oct 2021 – Sep 2022Baker & Company Advisory Group Inc.Previously
Contact Dylan
(888) 533-9364Firm headquarters in New York, NY. Ask for Dylan. Houston, TXOffice · Get directions Firm websitecompoundplanning.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dylan
How do I contact Dylan?
Call Compound Planning at (888) 533-9364 and ask for Dylan Clark. Dylan works from the Houston, TX office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Dylan hold?
Series 65. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Compound Planning reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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