Compass Private Wealth Consulting, LLC fees and pricing

Financial planner in Prior Lake, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Compass Private Wealth Consulting, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Fees for planning services are based on an hourly rate of $250.00 per hour, due at time of service.”

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

“For our investment advisory services, Clients pay us a quarterly fee in advance.”
“In consideration for the Advisor’s services, the Client will pay the Advisor a fee quarterly in advance, with payment due within 10 days from the date of the invoice.”
“The remaining balance will be billed in equal installments on a monthly basis until the project is 2 COMPASS PRIVATE WEALTH CONSULTING, LLC PART 2A OF FORM ADV – FIRM BROCHURE completed.”

Its hourly rate of $250 is below the Minnesota median of $263. 35% of the 115 other Minnesota planners that publish an hourly rate charge less.

“We also offer financial planning services for our Clients where we prepare a written financial plan.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CPA.
Founded: 2006 (20 years).

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: 1.75% a year
Clients: 36
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $19,832,044
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 147934
Phone: (612) 309-3018

Is something on this page wrong or out of date?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