Compass Wealth Management, LLC

Overview

Compass Wealth Management, LLC is organized as a limited liability company and operates primarily as a financial planning practice. The firm uses a fee model built around hourly charges and fixed fees rather than percentage-based asset management, which points to a service mix focused on planning and advice rather than traditional discretionary portfolio management. Compass Wealth Management, LLC is not identified as an active ESG investor and is not listed as a capital allocator or pension consultant; the firm’s documented advisory activity centers on financial planning services. Investment activity is modest on the reporting record: the firm does not appear to maintain an active, in-house program of direct asset allocation or model management. Where manager relationships exist, they rely on third-party specialists for alternative exposure (see Investments & Alternatives). The combination of hourly/fixed fees and third-party allocations suggests the firm packages planning work with outsourced investment solutions rather than running large proprietary strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices