Threshold Compass Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Threshold Compass Strategies is a small independent advisory firm that provides financial planning and consulting to individuals as well as consulting and educational services to advisers and firms. Its services include full financial plans, single-topic consultations, and life‑transition planning such as divorce financial analysis, widowhood and inheritor transitions, caregiving navigation, and estate/beneficiary coordination.
The firm emphasizes planning and education rather than discretionary portfolio management: it prepares written recommendations and scenario modeling using industry software (eMoney, family law financial analysis tools, TaxCalc) and behavioral frameworks (the firm’s Financial Wealthstyle Archetypes and Healing Paths), but does not custody or trade client assets or provide ongoing portfolio monitoring, automated rebalancing, or performance reporting. Clients are expected to implement investment recommendations through a provider of their choosing, and ongoing engagements are structured as consultative and educational arrangements.
Noteworthy features include a principal with a Certified Divorce Financial Analyst credential and a clear specialty in divorce-related financial modeling and other life‑transition work, plus the firm’s regular seminars, workshops, and paid speaking and adviser‑consulting services, which are less common among similarly small independent firms. The brochure discloses affiliations with a broker‑dealer and that the principal is a licensed insurance agent (a potential conflict of interest), and the firm does not use percentage‑of‑assets fees, relying instead on non‑AUM billing arrangements.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed/package fees range from $1,000 to $20,000 including packages like 4-hour financial analysis at $1,800 and 10-hour planning package at $4,500
IARs may receive commissions for sale of securities and insurance products through affiliated broker-dealer and insurance agency
Financial planning hourly rate $300 to $500 per hour; Consulting services for advisers $500 per hour
Ongoing engagements include a monthly fee ranging from $300 to $1,500 billed in arrears plus initial intake fee
Minimum fee: One-time $1,000 intake fee for ongoing engagements (varies $300 to $1,000 as initial intake fee) Fee-only: Hourly fees $300–$500 per hour for financial planning; Fixed/package fees $1,000 to $20,000 depending on scope; Ongoing monthly fees $300 to $1,500 plus initial intake fee; Consulting services for advisers $500 per hour; Workshops $0 to $500 per participant; Speaking engagements $0 to $20,000 per engagement
Main office
1407 N 8th St, Ste 204
Sheboygan WI 53081
Advisors at this office
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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