Firm
Compass Rose Strategic Partners
Waterford, Connecticut
Fee-only
Compass Rose Strategic Partners at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 6 employees and 150 individual clients, 68 of them high net worth.
- Its average account is about $280,000 (assets it manages divided by its 368 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Waterford, Connecticut |
|---|---|
| Website | compassrosestrategicpartners.com |
| Phone | (860) 437-7600 |
Compass Rose Strategic Partners fees
Compass Rose Strategic Partners 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 | $103 million |
| Individual clients | 82 |
| High-net-worth clients | 68 |
| Accounts managed | 368 |
| Employees | 6 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 165043 |