COMPASS ADVISORY PARTNERS LLC

Overview

Compass Advisory Partners LLC is an SEC-registered, owner-operated limited liability company that provides financial planning services. The firm first registered with the SEC in 2015 and reports an individual owner structure. Its advisory model is narrow in scope: the stated primary activity is financial planning and its stated fee approach is hourly billing rather than asset-based or performance fees. Compass does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

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Location & Offices