Compass Planning Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning to individuals, retirement plan participants, trusts, estates, and business entities, delivering advice on a project, hourly, or ongoing annual basis. For clients who engage ongoing services, the firm offers portfolio recommendations and can manage accounts on either a discretionary or non-discretionary basis.
The firm takes a planning-first, long-term approach and typically implements portfolios through passive asset allocation using index mutual funds and exchange-traded funds, with attention to diversification and tax-aware implementation. Ongoing planning clients receive regular check-ins (typically multiple times per year) and, when appropriate, may grant a limited power of attorney to allow the adviser to execute trades and assist with account maintenance.
Notably, Compass does not rely on percentage-of-assets-under-management fees and operates as a fee-only adviser that does not accept commissions or 12b‑1 compensation; instead it uses project-, hourly-, or annual-based billing. The firm is a NAPFA member that avoids soft-dollar arrangements, commonly recommends institutional custodians such as Fidelity or Schwab without receiving referral payments, and manages the majority of its assets on a discretionary basis despite its small, three-advisor team.
Client services
Expertise
Fee options
Planning by the Year service annual fee generally ranges from $8,000 to $25,000, charged quarterly in arrears.
Principal - $420/hr; Senior Adviser - $405/hr; Adviser - $310/hr; Planning Support - $260/hr
Planning by the Year service charged as a flat annual fee paid quarterly in arrears, typically $8,000 to $25,000 per year.
Account minimum: $500,000 Fee-only: Hourly rates ranging from $260/hr to $420/hr depending on staff; Planning by the Year flat annual fee generally ranges from $8,000 to $25,000 charged quarterly in arrears.
Main office
See officeDover NH
Advisors at this office
1
Offices (3)
Most active in
California · Colorado · Connecticut · Florida · Maine · Maryland · Massachusetts · New Hampshire · New York · Pennsylvania · Texas · Vermont
Also doing business as
Compass Planning Associates · Compass Planning Associates, Inc. · Lane, Jennifer Potter
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jennifer L
CFP®, Series 63, Series 65
Greenfield, MA
Compass Planning Associates, Inc.
Jennifer Lane is a CFP® professional with 23 years of industry experience. She has been with Compass Planning Associates, Inc. since 2005. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning to individuals, retirement plan participants, trusts, estates, and business entities. The firm follows a planning-first, long-term approach, typically implementing portfolios through passive asset allocation using index mutual funds and ETFs, and offers project-, hourly-, or annual-based billing without relying on percentage-of-assets fees.
Sarah S
CFP®, Series 65
Longmont, CO
Compass Planning Associates, Inc.
Sarah Stamp is a CFP® professional with 15 years of experience in financial advising. She has worked at Compass Planning Associates, Inc. since 2014 and has additional experience with the St. Vrain Valley School District and Practical Financial Group, LLC. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, trusts, estates, business entities, and retirement plan participants. The firm employs a planning-first, long-term approach, typically using passive asset allocation with index funds and ETFs, and offers project, hourly, or ongoing annual billing without commissions or percentage-based fees.
Joshua W
Series 66
Dover, NH
Compass Planning Associates, Inc.
Joshua Weiss is a financial advisor at Compass Planning Associates, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC and Liberty Mutual Insurance Company. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning services to individuals, retirement plan participants, trusts, estates, and business entities. The firm typically implements portfolios through passive asset allocation using index mutual funds and ETFs, offering ongoing planning with regular client check-ins and discretionary or non-discretionary account management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)