Compass Advisory Partners provides financial planning and consulting services. They create financial plans covering retirement, cash flow, insurance, estate, and tax planning. They also offer financial consulting on specific issues like risk management and investment planning. Compass does not manage investments or implement transactions for clients. Clients are responsible for acting on the recommendations.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
www.fidelisfinancialstrategies.com ·www.facebook.com/planningforstrength ·www.planningforstrength.com
Fee Structure
- Financial planning and consulting fees range from $125 to $200 per hour, depending on the financial professional and the scope of the engagement.
Hourly Rate:$125 - $200/hr
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