Compass Planning Associates, INC.

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Assets Under Management

$199.5M

Number of Clients

Number of Advisors

Average Client AUM

$2.7M

AUM per Advisor

$66.5M

Compensation

Fixed/Hourly

About This Firm

Compass Planning Associates provides comprehensive financial, investment, and tax planning advice on a fee-only basis. Services are offered by the project, hour, or year. They also provide investment recommendations and can execute them on a discretionary or non-discretionary basis.