Compass Capital Management

Compass Capital Management at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 13 advisors are listed here; 2 of 13 hold the CFA.
• Its Form ADV reports 20 employees and 379 individual clients, 278 of them high net worth.
• Its average account is about $1.5 million (assets it manages divided by its 1,676 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Compass Capital Management fees

Compass Capital Management 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

Advisors at this firm (13)

• Alyssa Craggs

• Cammack Byers

• Charles Kelley

• Christopher Kelley

• Christopher Nuth

• Elizabeth Alward

• Jordan Thorpe

• Leigh Niebuhr

• Mark Halverson

• Mark Vitelli

  CFA

• Rachel Krube

• Richard Stark

  CFA

• Rishi Biswas

Other fee-only firms in Minneapolis

• Cordis Financial
• Crafted Wealth Management
• Dunnavan &
• Element Squared Private Wealth
• EPIQ Partners
• Equal Voices Wealth
• Everest Financial Group
• Exhale Wealth Management, LLC

Fee-only advisors in Minnesota