Financial Compass LLC fees and pricing
Financial planner in Philadelphia, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 26, 2026, Financial Compass LLC charges $500 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Limited Scope Arrangements- Hourly Services Compass does not generally provide hourly service, however can provide limited follow up planning for a fee of $500/ hour, depending on availability.”
- Flat or project fee
- $500
“Upon the execution of Compass's Client Agreement, a one-time hourly engagement fee of $500 may be charged by Compass.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Compass LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is payable ratably over the course of plan delivery meetings.”
- “The accumulated balance, less any adjustment(s) in relation to the hourly engagement fee, shall be due and payable in full upon receipt of the financial advice by the Client.”
- “Fees are billed monthly, in arrears based on account values at the end of the month.”
How Financial Compass LLC’s fees compare
- Its hourly rate of $500 is above the Pennsylvania median of $250. 91% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 14 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
About Financial Compass LLC
“Financial Compass (“Compass”) provides personalized, comprehensive financial planning and investment management to individuals, trusts, and estates.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax 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% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 44
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $83,660,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148773
- Phone
- (856) 685-5051
Can advise clients in 2 states: New Jersey, Pennsylvania
Other planners in Philadelphia that publish fees
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- Auctus Wealth Management Inc.Philadelphia$150/hr, $500
- Bird Financial Group LLCPhiladelphia$350/hr
- Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
- Diversified Human SolutionsPhiladelphia$150-$200/hr, $1,000-$5,000
- Elm WealthPhiladelphia$5,000
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.