Jeffrey Seiter
Jeffrey Seiter is a CFP-designated registered investment advisor at Compass Wealth Management, LLC, based in Rutherford, NJ, with 7 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Compass Wealth Management offers both comprehensive and limited financial plans. Fees are negotiated at an hourly rate not exceeding $500/hour, or a flat fee. Limited financial plans average $1500-$2500. Comprehensive plans range from $2500 to $7500 annually, varying based on complexity.
Location
9 Lincoln Avenue, Rutherford, NJ, 07070
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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 →Other Business ActivitiesSells Insurance
Jeffrey works as an independent contractor for Compass Wealth Management, providing comprehensive financial planning services. He also provides RIA consulting services, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Compass Wealth Management, LLC
Strategic Blueprint, LLC
State Registrations3 states
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