Compass Planning Associates provides financial, investment, and tax planning advice. They offer services on a project, hourly, or annual basis, depending on the client's needs. Compass Planning also provides investment recommendations and can execute them for clients. They focus on helping clients achieve their financial goals through passive investing and asset allocation strategies.
Assets Under Management$210M
Clients72
Advisors3
Avg. per Client$3M
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management
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.
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