Sarah Stamp is a CFP-designated registered investment advisor at Compass Planning Associates, INC., based in Longmont, CO, with 16 years of industry experience. Sarah 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
Sarah Stamp
Location
Longmont, CO
Get directionsHistory
Regulatory 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
Diversified Asset Management, INC.
Compass Planning Associates, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Billy Funderburk, CFPLPL Financial LLC
- Adam Robinson, CFPSevenwealth LLC
- Tracy Rothe, CFPLPL Financial LLC
- Samantha Schreiber-Reed, CFPEdward Jones
- Thomas Basil, CFPColorado Diversified Financial
- Daniel Yerger, CFP, ChFCMy Wealth Planners