Compass Wealth Planning LLC

Overview

Compass Wealth Planning LLC is organized as a limited liability company that positions itself as a provider of advisory services to individuals and small businesses. The firm lists core activities that include financial planning, portfolio management for individuals and small-business owners, and pension consulting. Its fee arrangements combine asset-based (percentage of AUM) and fixed-fee structures. Regulatory classification in the available data is unclassified, it is not flagged as a multi-state adviser, and it does not identify as a newly formed adviser.

Assets & Accounts

Investments & Alternatives