Compass Wealth Planning LLC

Overview

Compass Wealth Planning LLC is a California-formed limited liability company that is registered with the SEC (SEC Registered Year: Unknown). The firm is owned by an individual and is classified as Unclassified in the available dataset. It does not present itself as a capital allocator and the data flags it as not being an active ESG investor. Service-wise, the adviser focuses on traditional advisory work for individuals and small businesses: financial planning, discretionary portfolio management, and pension consulting services are all listed among its advisory activities. Its stated fee structure combines percentage-of-assets-under-management billing with fixed fees, suggesting flexibility for both ongoing wealth management and project-based planning engagements. The firm is not identified as a multi-state adviser.

Location & Offices