Compass Wealth Management provides customized financial planning services that integrate your life goals and values with your finances. Compass Wealth Management assists clients with retirement planning, education funding, windfall planning, estate planning analysis, special needs planning, and insurance needs analysis. The firm offers both comprehensive and limited financial plans depending on your needs. While Compass Wealth Management does not directly manage investment portfolios, its team members are also registered with another registered investment advisor, Strategic Blueprint, through which they can provide asset management and investment advisory services. Compass Wealth Management works with both high-net-worth and non-high-net-worth individuals, helping them navigate major financial decisions, coordinate with other professionals like attorneys and accountants, and create structured pathways toward their long-term financial objectives.
Fee Structure
Compass Wealth Management charges comprehensive annual financial planning fees ranging from $2,500 to $7,500 for ongoing engagements that include detailed recommendations and progress monitoring.
- Limited financial plan — generally between $1,500 and $2,500, focusing on one or two specific areas such as retirement or education planning
- Comprehensive financial plan (annual engagement) — $2,500 to $7,500 depending on the complexity of your financial situation
- Hourly consulting — up to $500 per hour for specific planning projects