Compass Financial Planning
Compass Financial Planning (CRD# 153745) is a financial advisory firm headquartered in , . They manage $7,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$583,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Heitman (CRD# 1636384) is an Investment Advisor Representative working at Compass Financial Planning in Alta Loma, CA and has over 26 years of experience in the finance industry. James Heitman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.