Joshua Weiss is a registered investment advisor at Compass Planning Associates, INC., based in Dover, NH, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 5 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
Joshua Weiss
Location
Dover, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compass Planning Associates, INC.
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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Exams
Additional Information
Compass Planning Associates is a fee-only financial consulting firm whose mission places clients' interests at the forefront and steers clear of conflicts of interest that can be part of traditional broker and sales-based advisor relationships. The Compass Planning team are dedicated professionals who share a vision for fee-only, client-centered financial planning services.