Louis Conrad
COMPASS Wealth Management · Ayer, Massachusetts
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).
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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 | $98.0M across 286 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, NH · CRD 4770097 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.compassinvest.com |
| Profile |
How Louis's firm compares
- COMPASS Wealth Management's average account is about $342,000, from its Form ADV (assets managed divided by 286 accounts).
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Questions about Louis
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.
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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