Compass Planning Associates offers comprehensive financial, investment, and tax planning advice. Founded in 1996 and led by Jennifer Lane, the firm specializes in helping individuals and families navigate complex financial decisions without taking commissions on products. Compass Planning provides services through ongoing annual engagements, project-based plans, or hourly consultations. The firm builds long-term relationships by focusing on passive investing, index funds, and exchange-traded funds to match each client's risk tolerance and personal goals. Compass Planning works with clients on a variety of matters including retirement readiness, debt management, cash flow planning, insurance gaps, and estate plan execution.
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.
