A complete list of active advisors currently associated with Compass Wealth Planning LLC

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

Compass Wealth Planning LLC provides discretionary asset management to individual and high‑net‑worth clients and offers consulting to sponsors of qualified retirement plans, including 401(k), 403(b), pension, profit‑sharing and cash balance plans. The firm also offers comprehensive financial planning and general financial consulting to individuals. Portfolios are constructed around each client’s stated goals, time horizon and risk tolerance, with investment selection informed by fundamental analysis and Modern Portfolio Theory and implemented under discretionary authority for ongoing monitoring, rebalancing and tax‑aware adjustments. The firm’s stated toolset includes long‑ and short‑term positions, options strategies and margin where appropriate, and clients may impose written investment restrictions. Compared with many firms in the no‑active‑advisors category, Compass explicitly documents ERISA plan services as a limited‑scope 3(21) fiduciary and provides fixed, upfront financial planning fees with plans delivered within 90 days and a stated option to waive the planning fee if the client implements recommendations through the firm. The brochure also notes the firm does not act as a private fund adviser, does not sponsor wrap fee programs, and lists a CFP®‑certified principal who conducts an unrelated part‑time technology contracting activity.

To learn more about the advisors currently working at Compass Wealth Planning LLC, 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.

Name	Location	Years of experience
Justin Ward	Pleasant Hill, CA	2

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