Compass Planning Associates, INC.
Assets Under Management
$199.5M
Number of Clients
73
Number of Advisors
3
Average Client AUM
$2.7M
AUM per Advisor
$66.5M
Compensation
Fixed/Hourly
About This Firm
Compass Planning Associates provides comprehensive financial, investment, and tax planning advice on a fee-only basis. Services are offered by the project, hour, or year, depending on client needs. They also provide investment recommendations and can execute them on a discretionary or non-discretionary basis.
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
Location
MA, United States
