# Joshua Weiss

> Joshua Weiss is a fee-only financial advisor at Compass Planning Associates in Dover, New Hampshire. Compass Planning Associates reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-weiss/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Compass Planning Associates
- **Based in:** Dover, New Hampshire
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $213.9M across 333 accounts
- **CRD:** 6982347 (https://adviserinfo.sec.gov/individual/summary/6982347)
- **SEC registration:** Investment adviser representative in NH, TX
- **Exams passed:** Series 66 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.compassplanning.com

## Frequently asked questions

### Is Joshua Weiss a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Compass Planning Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua's firm, Compass Planning Associates, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Joshua Weiss based?

Joshua Weiss is based in Dover, New Hampshire.

### Is Joshua Weiss registered with the SEC?

Yes. Joshua Weiss is registered as an investment adviser representative in NH and TX (CRD 6982347), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Joshua Weiss?

Through Joshua's website, www.compassplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6982347): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.