Compass Wealth Management provides financial planning services tailored to individual needs and offers asset allocation/investment advice. Compass integrates clients' goals and values with their finances, creating plans aligned with their asset management criteria. Compass does not provide asset management services directly; instead, this is offered through Advisory Representatives' registration with Strategic Blueprint LLC.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Compass Wealth Management offers both comprehensive and limited financial plans. Fees are negotiated at an hourly rate not exceeding $500/hour, or a flat fee. Limited financial plans average $1500-$2500. Comprehensive plans range from $2500 to $7500 annually, varying based on complexity.
One-Time Plan:$1,500 - $7,500
Hourly Rate:Up to $500/hr
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