Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
Greenfield, MA
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Joshua Edward WeissRegulatory History
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.
Previous Registrations
Fidelity Brokerage Services LLCBroker
State Registrations2 states
Exams
Additional Information
Compass Planning Associates is a fee-only financial consulting firm whose mission places clients' interests at the forefront and steers clear of conflicts of interest that can be part of traditional broker and sales-based advisor relationships. The Compass Planning team are dedicated professionals who share a vision for fee-only, client-centered financial planning services.