Firm
Compo Advisors
New Canaan, Connecticut
Fee-only
Compo Advisors at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 18 individual clients, 13 of them high net worth.
- Its average account is about $742,000 (assets it manages divided by its 31 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | New Canaan, Connecticut |
|---|---|
| Website | compoadvisors.com |
| Phone | (914) 275-3575 |
Compo Advisors fees
Compo Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $23 million |
| Individual clients | 5 |
| High-net-worth clients | 13 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 297348 |