Compass Financial Planning

Compass Financial Planning (CRD# 153745) is a financial advisory firm headquartered in Rancho Cucamonga, CA. They manage $3,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $600,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Compass Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
James R. Heitman
CRD#: 1636384
8215 White Oak Ave, Rancho Cucamonga, CA 91730
96
Wealthminder
score

James Heitman (CRD# 1636384) is an Investment Advisor Representative working at Compass Financial Planning in Rancho Cucamonga, CA and has over 27 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.

2
Christopher Carreon
CRD#: 6380811
8215 White Oak Ave, Rancho Cucamonga, CA 91730
89
Wealthminder
score

Christopher Carreon (CRD# 6380811) is an Investment Advisor Representative working at Compass Financial Planning in Rancho Cucamonga, CA and has over 2 years of experience in the finance industry.

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