Compass Financial Advisors LLC fees and pricing

Financial planner in Fort Wayne, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, Compass Financial Advisors LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Service Provider Hourly Fee Clerical Paraplanner Advisory Representative Advisory Representative, CFP $65 $100 $150 $250 These hourly rates may be negotiated, but they may not exceed $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Asset Allocation and Portfolio Supervision Services Fee – Discretionary Fees payable for Asset Allocation and Portfolio Supervision program services will be calculated as a percentage of the total value of investments under management as set forth below.”
“Advisory fees are payable monthly, in advance and are calculated on the basis of the market value of the investments in the account including any balances held in money market funds.”
“Subsequent fees are charged in advance starting with the first complete month and are based on the market value of the account as of the last day of the most recently completed month.”

Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
4 of the 7 other planners in Fort Wayne that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 634
Employees: 9
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $282,474,625
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 109131
Website: linkedin.com/company/compass-financial-advisors/about (opens in new tab)
Phone: (260) 490-7878

Is something on this page wrong or out of date?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.