A complete list of active advisors currently associated with Compass Planning Associates, Inc.

Warmer can help you find a great advisor at Compass Planning Associates, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Compass Planning Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.