True. Fee-only.
Many financial planners make their living by skimming a constant percentage off the top of your money no matter how much or little you make or have, regardless of the work they do. Some advisors benefit from commissions and arrangements with big investment companies so they make recommendations based more on money than your particular needs, creating an inherent conflict of interest. We don't think it's right.
We're here to help you stand on your own and give you the skills and confidence to manage your own financial life.
We're not here to take your portfolio off of your hands, do what we will with it, and then take a cut for ourselves.
We offer a service — a valuable one! — of advice, planning, and support. We charge for that service, fair and square. From one-time consultations about a particular issue that's on your mind, to a long-term financial plan, to ongoing assistance managing your portfolio, we shape our services to meet you where you are.
When you meet with us, you'll see that this is the natural way for us to be. We're practical and realistic, human and relational. It’s pure fee-only, because we want you to walk confidently on your own two feet on the journey that we'll be taking together.
Learn more about how we work.
Fee Schedule -
Plain and simple
Option 1: Planning by the Project or by the Hour.
One-on-one advice as you need it from one or multiple of our advisors.
$415/hr, Jennifer Lane, CFP®
$400/hr, Sarah Stamp, CFP®
$305/hr, Joshua Weiss, CFP®
Option 2: Planning by the Year
Annual retainer relationship that includes ongoing financial planning and investment advice, with quarterly meetings.
From $8,000 to $20,000 per annum,
depending on the complexity of your situation and the depth of the working relationship we develop together.
Billed at the end of each quarter.
What we won't charge you:
A percentage of your portfolio
Performance Fees
Retainer Fees
Subscription Fees
NO PERIOD: Commissions on investments.
What goes into an hour with a Compass advisor?
Our ability to work alongside you, with your story and dreams firmly shaping our thinking, comes from hours of background work by our team and thoughtful preparation by our advisors who prepare various options to share. All of this is delivered through integrated online systems that allow us to work with you and your accounts securely.
You'll come away feeling known, supported, and empowered with the tools and skills you need to manage your finances and take a bit more control over your life.