Compass Planning helps clients create a life plan where financial planning is a key part of achieving their vision. They assist with various planning types, including retirement, business exit, estate, and tax planning. For business owners, they focus on enhancing business value to support their life plan. Compass Planning also offers insurance planning to protect against unforeseen events. They use AI as a tool to supplement their services, while maintaining human oversight.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Compass Planning does not offer investment management services directly. However, their advisors can provide asset management services through LPL Financial LLC under a separate agreement.
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