Sarah Stamp
Compass Planning Associates · Greenfield, Massachusetts
Sarah Stamp is a fee-only financial advisor at Compass Planning Associates in Greenfield, Massachusetts, who holds the CFP credential. 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 | Greenfield, Massachusetts |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $213.9M across 333 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5018295 |
| Exams passed | Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.compassplanning.com |
How Sarah'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 Sarah
Is Sarah Stamp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?
Sarah's firm, Compass Planning Associates, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Sarah Stamp based?
Sarah Stamp is based in Greenfield, Massachusetts.
What credentials does Sarah Stamp hold?
Sarah Stamp holds the CFP credential.
Is Sarah Stamp registered with the SEC?
Yes. Sarah Stamp is registered as an investment adviser representative in CO and TX (CRD 5018295), 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 Sarah Stamp?
Through Sarah'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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