Compass Rose Strategic Partners LLC fees and pricing

Published fees

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

Hourly rate

$400/hr

“Typically, we charge $400 per hour for financial planning.”

Quarterly fee

$5,087/qtr

“Value of Investment $1,850,000 Quarterly Fee $5,087.50 or Annual Fee of $20,350 Our fees are reduced for HSA accounts, as set forth in our investment advisory agreement for HSA accounts.”

Annual fee

$20,350/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Compass Rose Strategic Partners LLC bills

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

• “In some instances, fees may be negotiable.”
• “Billing Procedures Compass Rose assesses and bills advisory fees quarterly in advance (at the beginning of each quarterly billing period).”
• “The balance of fees for financial planning services is paid upon completion and delivery of the financial plan.”

How Compass Rose Strategic Partners LLC’s fees compare

• Its hourly rate of $400 is above the Connecticut median of $300. 78% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its annual fee of $20,350 is above the Connecticut median of $6,000. 89% of the 27 other Connecticut planners that publish an annual fee charge less.

About Compass Rose Strategic Partners LLC

• Firm size: 6 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting

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

Highest asset based fee in brochure

2% a year

Clients

150

Employees

6

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$102,990,362

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165043

Website

compassrosestrategicpartners.com (opens in new tab)

Phone

(860) 437-7600

Can advise clients in 3 states: Connecticut, Florida, New York

Other planners in Waterford that publish fees

• In the Money Retirement Planning Limited Liability CompanyWaterford$200⁠-⁠$500/hr, $1,500⁠-⁠$15,000
• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr

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