Firm
Compass Retirement
Old Saybrook, Connecticut
Fee-only
Facts
| Based in | Old Saybrook, Connecticut |
|---|---|
| Website | compass-retirement.com |
| Phone | (860) 661-3821 |
Compass Retirement fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.83% a year on the first tier of assets |
|---|---|
| Account minimum | $1,500,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"$1,500,000 of assets: Fee approx 0.83% per year" source
"a minimum of $1,500,000 across a family of accounts exists, although exceptions may be made." source
"Fees are based upon a percentage of the market value of assets managed or a fixed yearly fee." source
"Fees are based upon a percentage of the market value of assets managed or a fixed yearly fee." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $105 million |
| Individual clients | 44 |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 158412 |