Compass Wealth Management, LLC fees and pricing
Financial planner in Rutherford, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Compass Wealth Management, LLC charges $500 an hour and a flat or project fee of $1,500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Your specific rate will be stated in your agreement but will not exceed $500/hour.”
- Flat or project fee
- $1,500-$2,500
“For a limited financial plan, the average fee is generally between $1500 and $2500.”
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.
- “The fee is payable prior to the initiation of the financial planning report, as services are rendered, or upon completion of the financial plan or agreed upon service.”
- “In these cases, our engagement ends upon delivery of the financial plan.”
How Compass Wealth Management, LLC’s fees compare
- Its hourly rate of $500 is above the New Jersey median of $300. 89% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$2,500 is below the New Jersey median of $5,000. 18% of the 168 other New Jersey 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 Wealth Management, LLC
“Our Advisory Representative will schedule a meeting with you to gather financial information and history from you about your retirement and financial goals, investment objectives, investment horizon, financial needs, cash-flow analysis, costof-living needs, education needs, savings tendencies, and other applicable…”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate 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
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136273
- Phone
- (201) 933-1790
Can advise clients in 2 states: Georgia, New Jersey
Other planners in Rutherford that publish fees
- Avanti Wealth ManagementRutherford$600/hr
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
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.