Compass Wealth Planning LLC fees and pricing
Financial planner in Pleasant Hill, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 29, 2026, Compass Wealth Planning LLC charges a flat or project fee of $3,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$5,000
“AND CONSULTING CWP’s financial planning fee range of $3,000 to $5,000 is based on the complexity of the Client’s financial situation, the scope of services requested, and the time and resources required to complete the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Compass Wealth Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The annual fee is negotiable and is charged as a single asset-based fee applied uniformly to all Included Assets within the account.”
How Compass Wealth Planning LLC’s fees compare
- Its flat or project fee of $3,000-$5,000 is below the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.
About Compass Wealth Planning LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% 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
- 343333
- Phone
- (925) 320-3636
Other planners in Pleasant Hill that publish fees
- Ale LLCPleasant Hill$350/hr, $1,000-$10,000
- Owl and Ore Wealth PlanningPleasant Hill$400/mo, $2,000/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
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.