Compass Planning Associates, Inc.

Overview

Compass Planning Associates, Inc. is an independent, SEC-registered RIA that provides financial planning and portfolio management for individuals, families and small businesses. The firm is owned by an individual and bills clients on hourly or fixed-fee arrangements rather than percentage-based asset fees. Registry flags indicate it is not a capital allocator, does not position itself as an ESG investor, and is not set up as a pension consultant or related adviser. Advisory activity centers on personalized financial planning and discretionary portfolio management for private clients. The firm’s public filings and holdings point to a practice oriented toward publicly traded funds and conventional investment vehicles rather than direct private-market commitments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices