Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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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Contact
Joshua Edward Weiss
Location
Greenfield, MA
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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.
Learn about disclosures →Employment History
Current Registrations
Compass Planning Associates, INC.
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
October 2018 - January 2020 · 1 yr 3 mos
State Registrations2 states
NHTX
Advisor
Exams
No exam information available for this advisor.
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.
Contact
Joshua Edward Weiss