COMPASS Wealth Management, LLC
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About
Compass Wealth Management provides financial planning and asset-allocation and investment advice to individual clients, addressing retirement, education, estate, insurance, windfall, and special‑needs planning. The firm delivers written comprehensive or limited plans and related recommendations but does not custody client assets or perform portfolio management directly; advisory representatives can implement recommendations through a separate registered adviser platform.
The firm’s planning process emphasizes interviews, questionnaires, and integrating clients’ goals and values with economic and fundamental analysis, including use of third‑party tools such as Morningstar. Compass frames its work around written plans with follow‑up meetings and expressly disclaims discretionary portfolio management from the firm itself.
Noteworthy distinctions include the firm’s planning‑centric business model and its avoidance of percentage‑of‑assets fees in favor of negotiated planning engagements, which is less common among similar advisory firms. Implementation and ongoing advisory management are typically handled through the advisory representatives’ dual registration with an outside registered adviser, and the brochure discloses related business relationships and parent‑company incentive arrangements that can create potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees for limited financial plans generally $1,500 to $2,500; comprehensive plans $2,500 to $7,500 annually
Commissions earned on insurance products purchased through Advisory Representatives
Hourly fees negotiated, not to exceed $500/hour
Fee-only: Hourly fee up to $500/hour; flat fees for limited plans $1,500-$2,500; comprehensive plans $2,500-$7,500 annually
Main office
See office9 Lincoln Avenue
Rutherford NJ 07070
Advisors at this office
1
Offices (2)
Most active in
Georgia · New Jersey
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Leslie B
CFP®, Series 63
Rutherford, NJ
COMPASS Wealth Management, LLC
Leslie Beck is a CFP® with 26 years of experience in financial advising, currently with Compass Wealth Management, LLC in Rutherford, NJ. She has held roles at Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and has also taught at William Paterson University and Bloomfield College. Outside of advising, she is a partner in 379 Associates LLC, a small business consulting and personal coaching firm. Compass Wealth Management provides financial planning and investment advice focused on retirement, education, estate, insurance, and special-needs planning. The firm emphasizes comprehensive written plans tailored to clients’ goals and does not directly manage client assets, instead facilitating implementation through affiliated registered advisers.
Jeffrey S
CFP®, Series 65
Cumming, GA
COMPASS Wealth Management, LLC
Jeffrey Seiter is a financial advisor at COMPASS Wealth Management, LLC with seven years of industry experience. He holds the CFP® certification and Series 65 license. Prior to joining COMPASS Wealth Management in 2023, he was with Strategic Blueprint, LLC from 2017 to 2023 and worked at Georgia Institute of Technology from 2011 to 2017. COMPASS Wealth Management provides financial planning and asset-allocation advice to individual clients, focusing on retirement, education, estate, insurance, windfall, and special-needs planning. The firm delivers written comprehensive or limited plans but does not provide discretionary portfolio management directly.
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