Firm
Compass Investments
Pittsburgh, Pennsylvania
Fee-only
Compass Investments at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the ChFC.
- Its Form ADV reports 5 employees and 176 individual clients, 26 of them high net worth.
- Its average account is about $223,000 (assets it manages divided by its 418 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pittsburgh, Pennsylvania |
|---|---|
| Website | compassinvestmentsllc.com |
| Phone | (570) 916-2208 |
Compass Investments fees
Compass 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 |
|---|---|
| Assets managed | $93 million |
| Individual clients | 150 |
| High-net-worth clients | 26 |
| Accounts managed | 418 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-67114) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 141323 |