Compass Wealth Advisor fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“CWA will maintain documentation of services performed to substantiate the fees charged. 6 Hourly Fees The negotiated hourly fee for these services is $150.”

Flat or project fee

$500⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $500 and $5,000.”

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

How Compass Wealth Advisor bills

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

• “Clients may terminate the agreement without penalty for a full refund of CWA's fees within five business days of signing the Asset Management Agreement.”
• “Clients may terminate the agreement without penalty, for full refund of CWA’s fees, within five business days of signing the Financial Planning Agreement.”
• “These fees are generally negotiable and the final fee arrangement will be memorialized in the client’s advisory agreement.”

How Compass Wealth Advisor’s fees compare

• Its hourly rate of $150 is below the Washington median of $300. 3% of the 216 other Washington planners that publish an hourly rate charge less.
• None of the 11 other planners in Kirkland that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Washington median of $3,250. 39% of the 103 other Washington planners that publish a flat or project fee charge less.
• None of the 2 other planners in Kirkland that publish a flat or project fee charge less.

About Compass Wealth Advisor

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Insurance analysis
• 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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341067

Website

compasswealthadvisor.com (opens in new tab)

Phone

(425) 941-1831

Can advise clients in 1 state: Alaska

Other planners in Kirkland that publish fees

• Abacus Financial PlanningKirkland$450/hr
• Concepts Financial Services, LLCKirkland$250/hr
• Finomenon Investments LLCKirkland$300/hr, $950⁠-⁠$2,750/yr
• Gallo Lupo LLCKirkland$300/hr
• Kaizen Financial Advisors, LLCKirkland$500/hr
• North Pine Strategic WealthKirkland$350/hr, $10,000/yr

Compare all 19 planners in Kirkland