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CFP
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CFP

Sarah M Stamp

Compass Planning Associates, INC.
15 Years of Experience
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compass Planning Associates, INC.
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
73 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$199.5M

Fee Structure

Financial Planning:Included in AUM fee

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Sarah M Stamp

Location

Greenfield, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Compass Planning Associates, INC.
October 2014 - Present · 11 yrs 4 mos
Previous Registrations
Diversified Asset Management, INC.
August 2010 - May 2014 · 3 yrs 9 mos
Compass Planning Associates, INC.
March 2008 - October 2008 · 7 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
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Sarah M Stamp