Compass Financial Planning, LLC
Compass Financial Planning, LLC (CRD# 283585) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $112,791,799 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management113MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$18,798,633
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Carolyn Herzog (CRD# 4159202) is an Investment Advisor Representative working at Compass Financial Planning, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry.