Compass Planning, LLC fees and pricing
Financial planner in Ashland, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 13, 2026, Compass Planning, LLC charges a flat or project fee of $1,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$20,000
“Financial planning is billed as a flat fee ranging from $1,000 to $20,000, depending on the planning package selected, based on the scope and complexity of the initial engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Compass Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At the end of the initial engagement, ongoing financial planning, if elected, is billed as a monthly recurring fee ranging from $75 to $510.”
- “Any prepaid, unearned fees will be promptly refunded to the client on a pro-rata Page 14 of 24 Disclosure Brochure Compass Planning, LLC basis.”
How Compass Planning, LLC’s fees compare
- Its flat or project fee of $1,000-$20,000 spans the Ohio median of $3,250. 91% of the 199 other Ohio planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Compass Planning, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338524
- Phone
- (844) PLAN4IT
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/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Is something on this page wrong or out of date?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.