Compass Advisory Partners LLC

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

2

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Compass Advisory Partners, LLC provides financial planning services on a one-time or continuous basis, including retirement, cash flow, insurance, and estate review. They also offer financial consulting services on topics such as risk assessment, investment planning, and financial organization. They do not manage assets.

Fee Structure

Financial planning and consulting fees range from $125 to $200 per hour, depending on the professional and scope. Fees are negotiated and payable upon delivery of the plan.

Hourly Rate:$125 - $200/hr
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingBusiness Owners
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Location

480 One Eleven Place, Cookeville, TN, 38506

2 Advisors at this firm

Compass Advisory Partners Llc | TrueAdvisor