Compass Wealth

Compass Wealth at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 7 advisors are listed here; 2 of 7 hold the CFP.
• Its Form ADV reports 9 employees and 766 individual clients, 9 of them high net worth.
• Its average account is about $119,000 (assets it manages divided by its 939 accounts).

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Compass Wealth fees

Compass Wealth 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

Advisors at this firm (7)

• Airionne Solanke

  CFP

• Dossie Jennings

• Marvin Mitchell

• Poonnasa Corn

  CFP

• Tamara Dickerson

• Tracy Sullivan

• Vincent Buttaro

Other fee-only firms in St. Louis

• Droms Strauss Wealth Management
• Fiduciary Advisors
• Halyard Financial
• JAG Capital Management
• Method Finance
• Modern Dollar Planning
• Money Consultants Advisory
• Parke Investment Management

Fee-only advisors in Missouri