Firm
Compass Capital Investments
Fincastle, Virginia
Fee-only
Compass Capital Investments at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 135 individual clients, 16 of them high net worth.
- Its average account is about $96,000 (assets it manages divided by its 151 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Fincastle, Virginia |
|---|---|
| Phone | (540) 473-2746 |
Compass Capital Investments fees
Compass Capital Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 119 |
| High-net-worth clients | 16 |
| Accounts managed | 151 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 291911 |