Compass Planning Associates, Inc.

Compass Planning Associates, Inc. (CRD# 128014) is a financial advisory firm headquartered in Westwood, MA. They manage $138,824,327 in 302 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
P.o. Box 917, Westwood, MA 02090
https://www.linkedin.com/in/elizabethbondcompassplanning/
By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $459,683
Compensation Options
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, MA, NH, NY, TX, VT

Financial Advisors at Compass Planning Associates, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jennifer Lane, financial advisor Greenfield MA
Jennifer P. Lane
CRD#: 2472087
Greenfield, MA

Jennifer Lane (CRD# 2472087) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 29 years of experience in the finance industry.

2
Sarah Stamp, financial advisor Greenfield MA
Sarah M. Stamp
CRD#: 5018295
Greenfield, MA

Sarah Stamp (CRD# 5018295) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 16 years of experience in the finance industry.

3
Austin Hsu, financial advisor Greenfield MA
Austin Hsu
CRD#: 7300704
Greenfield, MA

Austin Hsu (CRD# 7300704) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 3 years of experience in the finance industry.

4
Joshua Weiss, financial advisor Greenfield MA
Joshua E. Weiss
CRD#: 6982347
Greenfield, MA

Joshua Weiss (CRD# 6982347) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals