Compass Capital Management, LLC fees and pricing
Financial planner in Mcalester, Oklahoma. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 6, 2026, Compass Capital Management, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Description of Fees For the first three levels of service (Legacy Blueprint Service, Wealth Reinforcement Service, and Foundation Development Service), we charge an hourly fee of $250 for financial planning services that do not involve Asset Management Services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Compass Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “See Asset Management Services section for details) Annual meeting with advisor representative to discuss accounts under management and other general issues (Service provided and billed as part of Asset Management Services.”
- “See Asset Management Services section for details) Annual meeting with advisor representative to discuss accounts under management and other general issues (Service provided and billed as part of Asset Management Services.”
How Compass Capital Management, LLC’s fees compare
- Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
About Compass Capital Management, LLC
- Firm size: 10 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 231
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $118,999,578
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150170
- Phone
- (918) 423-3222
Other planners in Oklahoma that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Adaptation Financial Advisors Inc.Oklahoma City$75-$500/hr, $500-$25,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Arrow Investment Management LLCOklahoma City$150/hr
- Aspen Wealth Planners LLCBroken Arrow$250/hr
- Axion Capital Markets, LLCOklahoma City$125-$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.