Compass Financial Services fees and pricing

Financial planner in West Des Moines, Iowa. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 28, 2026, Compass Financial Services charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The firm reserves the right, in its sole discretion, to negotiate, reduce or waive the advisory fee for certain client accounts and for any period of time as determined by the firm. 5 Financial Planning & Consulting Fees The Adviser charges an hourly rate of $250 for financial planning and consulting services.”

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

“Client fees are due and payable after services are provided and are not negotiable.”
“The Adviser will invoice fees once the agreed upon services are provided.”
“Clients will have a period of five (5) business days from the date of signing an advisory agreement to unconditionally rescind the agreement and receive a full refund of all fees.”

Its hourly rate of $250 matches the Iowa median of $250. 26% of the 47 other Iowa planners that publish an hourly rate charge less.
3 of the 8 other planners in West Des Moines that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 1,105
Employees: 12
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $407,449,818
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 109441
Website: linkedin.com/company/compassfinancialservices (opens in new tab)
Phone: (515) 327-1020

Is something on this page wrong or out of date?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