Joshua Weiss is a registered investment advisor at Compass Planning Associates, INC., based in Dover, NH, with 7 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 7 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
Joshua Weiss
Location
Dover, NH
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
Fidelity Brokerage Services LLCBroker
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
Additional Information
Compass Planning Associates is 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. The Compass Planning team are dedicated professionals who share a vision for fee-only, client-centered financial planning services.
More Advisors
- Kathryn Chase, CFPMardin Capital Group
- Andrew Trowbridge, CFP, ChFCEdward Jones
- Daniel Gagnon, ChFCLPL Enterprise, LLC
- David Hatfield, CFPPrivate Advisor Group, LLC
- Eric Wasson, CFPAztec Financial Group, LLC
- Patrick Carpenter, CFPLPL Financial LLC