Compass Coaching and Consulting, LLC

Overview

Compass Coaching and Consulting, LLC is structured as a limited liability company with individual ownership. The adviser identifies as a capital allocator and performs financial planning services as well as the selection of other advisers, indicating it sources or recommends third-party managers for client allocations. Compensation approaches reported include percentage-of-AUM fees alongside hourly and fixed-fee arrangements and other fee types. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not newly formed; it also does not present itself as a pension consultant or a related adviser. An industry affiliation with an insurance company is listed.

Assets & Accounts

Investments & Alternatives