# Louis Conrad

> Louis Conrad is a fee-only financial advisor at COMPASS Wealth Management in Ayer, Massachusetts, who holds the CFA credential. Louis charges a percentage of assets (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/louis-conrad/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** COMPASS Wealth Management
- **Based in:** Ayer, Massachusetts
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $98.0M across 286 accounts
- **Credentials:** CFA
- **CRD:** 4770097 (https://adviserinfo.sec.gov/individual/summary/4770097)
- **SEC registration:** Investment adviser representative in MA, NH
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.compassinvest.com

## Frequently asked questions

### Is Louis Conrad a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Louis 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 Louis charge for financial advice?

Louis charges a percentage of assets.

### How much does Louis charge?

According to COMPASS Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Louis Conrad based?

Louis Conrad is based in Ayer, Massachusetts.

### What credentials does Louis Conrad hold?

Louis Conrad holds the CFA credential.

### Is Louis Conrad registered with the SEC?

Yes. Louis Conrad is registered as an investment adviser representative in MA and NH (CRD 4770097), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does COMPASS Wealth Management manage?

COMPASS Wealth Management reports $98.0M across 286 accounts in assets under management.

### How do I contact Louis Conrad?

Through Louis's website, www.compassinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4770097): 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
- The firm's website (http://www.compassinvest.com/): specialties, clients served, and fees, checked October 30, 2026

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