COMPASS PLANNING ASSOCIATES, INC.
SEC Form ADV profile.
Total regulatory AUM
$213,939,625
Discretionary
$196,795,980
Non-discretionary
$17,143,645
Firm details
- CRD number
- 128014
- SEC file number
- 801-129110
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Hourly Fixed fees
As of November 2026.