Jennifer Lane
Compass Planning Associates · Westwood, Massachusetts
Jennifer Lane is a fee-only financial advisor at Compass Planning Associates in Westwood, Massachusetts, who holds the CFP and MBA credentials. Jennifer charges hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from $8,000 a year).
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Facts
| Firm | Compass Planning Associates |
|---|---|
| Based in | Westwood, Massachusetts |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $213.9M across 333 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in MA, TX · CRD 2472087 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | compassplanning.com |
| Profile |
How Jennifer's firm compares
- Ongoing planning starts at $8,000 a year, above the Massachusetts median of $5,000 for fee-only firms that publish prices.
- Compass Planning Associates's average account is about $642,000, from its Form ADV (assets managed divided by 333 accounts).
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Questions about Jennifer
Is Jennifer Lane a fee-only financial advisor?
Yes. Jennifer Lane is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jennifer's firm.
How does Jennifer charge for financial advice?
Jennifer charges hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Jennifer charge?
According to Compass Planning Associates's website, checked October 28, 2026: ongoing planning from $8,000 a year.
Does Jennifer work with clients virtually?
Yes. Compass Planning Associates says on its website that it works with clients remotely.
Where is Jennifer Lane based?
Jennifer Lane is based in Westwood, Massachusetts.
What credentials does Jennifer Lane hold?
Jennifer Lane holds the CFP and MBA credentials.
Is Jennifer Lane registered with the SEC?
Yes. Jennifer Lane is registered as an investment adviser representative in MA and TX (CRD 2472087), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Compass Planning Associates manage?
Compass Planning Associates reports $213.9M across 333 accounts in assets under management.
How do I contact Jennifer Lane?
Through Jennifer's website, compassplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Compass Planning Associates website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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