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Based in Massachusetts, Compass Planning Associates is an online, true fee-only financial planning service offering real-life money planning for individuals and families everywhere, across the United States. We exist to be true, through deliberate listening and practical kindness.

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Our Basecamp is in

Westwood, MA

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Phone: 617-523-4666

info@compassplanning.com

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Compass Planning is an SEC registered investment adviser. Compass Planning may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Compass Planning and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.

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