Firm
Compass Planning Associates
Westwood, Massachusetts
Fee-only
Compass Planning Associates at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 72 individual clients, 66 of them high net worth.
- Its average account is about $642,000 (assets it manages divided by its 333 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the Massachusetts median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Westwood, Massachusetts |
|---|---|
| Website | compassplanning.com |
| [email protected] | |
| Phone | (617) 523-4666 |
Compass Planning Associates fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,000 a year |
|---|---|
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"From $8,000 to $20,000 per annum," source
"Option 1: Planning by the Project or by the Hour." source
"Annual retainer relationship that includes ongoing financial planning and investment advice, with quarterly meetings." source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $214 million |
| Individual clients | 6 |
| High-net-worth clients | 66 |
| Accounts managed | 333 |
| Employees | 3 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-129110) |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 128014 |