Sarah Stamp is a CFP-designated registered investment advisor at Compass Planning Associates, INC., based in Greenfield, MA, with 15 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 72 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Planning offers ongoing financial planning and portfolio management for a flat annual fee, which generally ranges from $8,000 to $25,000 per year, depending on the complexity of the client's needs. This fee is charged quarterly.
Contact
Sarah Stamp
Location
Greenfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Compass Planning Associates, INC.
Previous Registrations
Diversified Asset Management, INC.
Compass Planning Associates, INC.
State Registrations2 states
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