Firm
COMPASS Wealth Management
Ayer, Massachusetts
Fee-only
COMPASS Wealth Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 66 individual clients, 39 of them high net worth.
- Its average account is about $342,000 (assets it manages divided by its 286 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Ayer, Massachusetts |
|---|---|
| Website | compassinvest.com |
| [email protected] | |
| Phone | (978) 828-5681 |
COMPASS Wealth Management 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 | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our fee schedule for Wealth Management Solutions begins at only 1.00% of your portfolio's assets annually" source
"Our fee is determined by the amount of assets we manage on your behalf" 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 | $98 million |
| Individual clients | 27 |
| High-net-worth clients | 39 |
| Accounts managed | 286 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-71641) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 130693 |