Emily Clare Cafasso
Compass Wealth Management · Guilford, Connecticut
Emily Clare Cafasso is a fee-only financial advisor at Compass Wealth Management in Guilford, Connecticut. Emily Clare focuses on tax planning and small business owners. Compass Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Compass Wealth Management |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $682.5M across 931 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5859840 |
| Exams passed | Series 63 (2011) · Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | compasswealthmanagement.com |
How Emily Clare's firm compares
- Compass Wealth Management's average account is about $733,000, from its Form ADV (assets managed divided by 931 accounts).
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Questions about Emily Clare
Is Emily Clare Cafasso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily Clare holds no broker registration, and Compass Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily Clare charge for financial advice?
Emily Clare's firm, Compass Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Emily Clare Cafasso based?
Emily Clare Cafasso is based in Guilford, Connecticut.
What does Emily Clare specialize in?
Emily Clare's specialties include tax planning and small business owners. Emily Clare works with retirees.
Is Emily Clare Cafasso registered with the SEC?
Yes. Emily Clare Cafasso is registered as an investment adviser representative in CT (CRD 5859840), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Wealth Management manage?
Compass Wealth Management reports $682.5M across 931 accounts in assets under management.
How do I contact Emily Clare Cafasso?
Through Emily Clare's website, compasswealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Compass Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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