Joshua Weiss
Compass Planning Associates · Dover, New Hampshire
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.
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Facts
| Firm | Compass Planning Associates |
|---|---|
| Based in | Dover, New Hampshire |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $213.9M across 333 accounts |
| SEC registration | Investment adviser representative in NH, TX · CRD 6982347 |
| Exams passed | Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.compassplanning.com |
How Joshua's firm compares
- 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 Joshua
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.
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
- 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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