Compass Advisory Partners LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Compass Advisory Partners, LLC provides financial planning and consulting services. Financial planning can be one-time or continuous, covering specific topics or comprehensive plans. Consulting services address isolated issues like risk assessment, investment planning, or financial decision-making. They do not manage assets or implement transactions.
Fee Structure
Fees for financial planning and consulting range from $125 to $200 per hour, depending on the financial professional and scope of work. Fees are negotiated and described in the financial planning agreement, payable upon delivery of the plan. Clients may terminate the agreement with a prorated refund of unearned fees.
Areas of Practice
Location
480 One Eleven Place, Cookeville, TN, 38506