Compass Financial Group, Inc. fees and pricing
Financial planner in Deerfield Beach, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Compass Financial Group, Inc. charges a flat or project fee of $2,500 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.
- Flat or project fee
- $2,500
“CFG has a maximum fee of $200,000 and a minimum fee of $2,500 for financial planning and family office services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Compass Financial Group, Inc.’s fees compare
- Its flat or project fee of $2,500 is below the Florida median of $4,900. 26% of the 320 other Florida planners that publish a flat or project fee charge less.
About Compass Financial Group, Inc.
- Firm size: 6 employees.
- Registered as an adviser: 2003 (23 years).
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
- 120
- Employees
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $429,741,750
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125186
- Phone
- (954) 481-2607
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
Is something on this page wrong or out of date?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.