Compass Wealth Management LLC fees and pricing
Financial planner in Guilford, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Compass Wealth Management LLC charges a flat or project fee of up to $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $10,000
“Financial planning fees range from $0.00 to $10,000.00 and may be charged in addition to any fees charged for financial advisory services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Compass Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Initial fees may be prorated to cover the part of the quarter the account was under management.”
- “However, the prorated amount may be waived in the sole discretion of Compass Wealth Management.”
How Compass Wealth Management LLC’s fees compare
- Its flat or project fee of up to $10,000 spans the Connecticut median of $5,125. 37% of the 78 other Connecticut planners that publish a flat or project fee charge less.
About Compass Wealth Management LLC
“The SEC’s web site also provides information about any persons affiliated with Compass Wealth Management LLC who are registered, or are required to be registered, as Investment Advisers of Compass Wealth Management LLC. 4.”
- Firm size: 5 employees.
- Registered as an adviser: 1997 (29 years).
Planning areas mentioned in the brochure
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- No minimum stated in brochure
- Clients
- 367
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $682,519,106
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106289
- Phone
- (203) 453-7000
Can advise clients in 12 states: California, Connecticut, Florida, Massachusetts, Maryland, North Carolina, New Jersey, New York, Tennessee, Texas, Utah, Virginia
Other planners in Guilford that publish fees
- Grey Ledge Advisors, LLCGuilford$300/hr, $300-$1,500
- Mccauley Investments Advisors LLCGuilford$150/hr
- Monte Financial Group, LLCGuilford$150-$350/hr
- 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
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.