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CFP
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
73 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$199.5M
Fee Structure
Financial Plan Fee:$8,000 - $20,000
Hourly Rate:$250 - $415/hr
Compass Planning is a fee-only firm. Project fees are based on hourly rates: Principal ($415/hr), Senior Adviser ($400/hr), Adviser ($305/hr), and Planning Support ($250/hr). Planning by the Year clients pay a flat annual fee, generally ranging from $8,000 to $20,000, charged quarterly in arrears. Clients are required to have a minimum of $500,000 in total investable assets.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Greenfield, MA
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Contact
Sarah M StampRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Compass Planning Associates, INC.
October 2014 - Present · 11 yrs 3 mos
Previous Registrations
Diversified Asset Management, INC.
August 2010 - May 2014 · 3 yrs 9 mos
Compass Planning Associates, INC.
March 2008 - October 2008 · 7 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.