Firm
Compass Private Wealth Consulting
Prior Lake, Minnesota
Fee-only
Compass Private Wealth Consulting at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 36 individual clients, 5 of them high net worth.
- Its average account is about $225,000 (assets it manages divided by its 88 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Prior Lake, Minnesota |
|---|---|
| Phone | (612) 309-3018 |
Compass Private Wealth Consulting fees
Compass Private Wealth Consulting 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 | $20 million |
| Individual clients | 31 |
| High-net-worth clients | 5 |
| Accounts managed | 88 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-69455) |
| Financial planning | Offered |
| Form ADV filed | September 8, 2026 |
| SEC record | CRD 147934 |
Advisors at this firm (1)
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