Compass Planning, LLC

Overview

Compass Planning, LLC is organized as a limited liability company that offers financial planning services on a fixed-fee basis. The firm is owned by an individual and is categorized in regulatory records as unclassified. Its business model centers on delivering advisory work through fee-for-service planning rather than asset-based or institutional management. Regulatory and firm-level attributes indicate a narrow operating footprint: Compass Planning is not designated as a multi-state adviser, does not act as a capital allocator to external managers, and is not identified as an active ESG investor or pension consultant. The firm is also not listed as a related adviser to other advisory entities.

Location & Offices