Compass Investment Advisers, LLC fees and pricing

Financial planner in Portland, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 3, 2026, Compass Investment Advisers, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Clients who engage us for stand-alone financial services will pay us either an hourly fee of $250 per hour or a negotiable fixed fee which varies based on Compass’s determination of the scope of your planning needs and the time and resources involved in completing our services.”

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

“Hourly fees are billed to clients in arrears by delivery of a traditional invoice.”
“Fixed fees are paid by traditional invoice pursuant to a mutually agreed payment schedule that will be set forth in a written financial planning agreement entered with the client.”
“All financial planning fees are payable to Compass by check, money order, or other form of payment deemed acceptable by Compass within ten (10) days of invoicing.”

Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
8 of the 34 other planners in Portland 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: 1% a year
Clients: 72
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $110,517,958
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 131933
Website: compassadv.net (opens in new tab)
Phone: (503) 473-8422

Can advise clients in 2 states: Oregon, Washington

Is something on this page wrong or out of date?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