Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
73 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$199.5M
Fee Structure
Financial Planning:Included in AUM fee
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Contact
Jennifer Potter Lane
Location
Greenfield, MA
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Regulatory 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.
February 2003 - Present · 23 yrs
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Jennifer created 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. Over the years, she has expanded the Compass Planning team to include dedicated professionals who share her vision for fee-only, client-centered financial planning services.
Contact
Jennifer Potter Lane