Jennifer Lane is a CFP-designated registered investment advisor at Compass Planning Associates, INC., based in Greenfield, MA, with 23 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 72 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Planning Associates includes portfolio recommendations within its ongoing annual planning service. Clients with ongoing portfolio management pay a flat annual fee that generally ranges from $8,000 to $25,000 depending on the complexity of their situation, billed quarterly in arrears. While the firm does not charge a percentage of your portfolio for management, clients generally need a minimum of $500,000 in total investable assets to qualify for ongoing management.
Contact
Jennifer Lane
Location
Greenfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compass Planning Associates, INC.
State Registrations2 states
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Exams
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.
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