Compass Planning Associates, Inc.

Compass Planning Associates, Inc. (CRD# 128014) is a financial advisory firm headquartered in Boston, MA. They manage $65,192,700 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $1,086,545
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
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.

MA

Financial Advisors at Compass Planning Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer P. Lane
CRD#: 2472087
3 Center Plaza, Suite 400, Boston, MA 02108
96
Wealthminder
score

Jennifer Lane (CRD# 2472087) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Boston, MA and has over 22 years of experience in the finance industry. Jennifer Lane 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
Sarah M. Stamp
CRD#: 5018295
3 Post Office Square, Suite 602, Boston, MA 02109
96
Wealthminder
score

Sarah Stamp (CRD# 5018295) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Boston, MA and has over 8 years of experience in the finance industry. Sarah Stamp 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.

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