A complete list of active advisors currently associated with Compass
Warmer can help you find a great advisor at Compass or one who fits your needs even better.
Comprehensive Planning Associates provides discretionary portfolio management, financial planning, and tax-planning services to individuals, high-net-worth clients, and trusts/estates, supplemented by ongoing consulting. The firm also offers annuities and other insurance products and performs tax preparation as part of its service mix. Investment programs are implemented under a documented investment policy or risk-tolerance framework, with quarterly account reviews and financial plans typically delivered within 90 days of engagement. The firm employs fundamental, technical, and cyclical analysis in portfolio construction and also runs public seminars and workshops on investments and its services. Notably, the firm’s advisers engage in multiple licensed activities beyond advisory work: they are registered representatives of a broker‑dealer, licensed insurance agents, and provide tax-preparation services (including an Enrolled Agent), and they disclose commission-based product sales where applicable. These combined roles and the firm’s use of free educational seminars are uncommon among peers; the brochure describes disclosures, procedures, and fiduciary commitments intended to mitigate resulting conflicts of interest.
To learn more about the advisors currently working at Compass, 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 |
|---|---|---|
Fairfield, CT
| 3
| |
Fairfield, CT
| 20
| |
Fairfield, CT
| 14
|
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