Compass Retirement, LLC

Overview

Compass Retirement, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its client-facing services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through seminars and workshops. Compass does not self-identify as an active ESG investor and is not structured as a capital allocator. The adviser is SEC-registered (registration recorded in 2026) and operates on a relatively focused client model rather than a broad institutional platform. The mix of planning, ongoing portfolio management and educational programming suggests a practice oriented toward long-term retirement and wealth planning for privately owned households and small business owners.

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Public Holdings

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Location & Offices