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Compass Planning Associates
Compass Planning Associates is a true fee-only financial planning firm that helps people understand, simplify, and manage their finances at every stage of...
Compass Planning Associates
Compass Planning Associates is a true fee-only financial planning firm that helps people understand, simplify, and manage their finances at every stage of life. The firm offers fully online, client-centered planning without percentage-of-assets fees, guiding clients through life transitions and money management. Its mission places clients' interests at the forefront and avoids conflicts of interest common in broker- and sales-based advisor relationships.
General information
Firm type
RIA
Year founded
1996
Location
Region
North America
Country
United States
City
Westwood
Principals
Jennifer Lane
Founder, Financial Advisor
Sarah Stamp
Financial Advisor
Joshua Weiss
Financial Advisor
Heather Dmochowski
Registered Paraplanner
Beth Bond
Operations Manager
Frequently asked questions
What asset classes does the firm likely focus on?
While no public allocation data exists, planning-oriented family offices of this type often prioritize tax-efficient vehicles such as municipal bonds, private placement life insurance wrappers, and qualified small business stock. On the private side, direct real estate and buy-and-hold private equity stakes are common, given their alignment with multi-decade planning horizons.
Why is there so little public information about Compass Planning Associates?
Intentional privacy. Some families conclude that public visibility brings regulatory complexity, unwanted solicitation, and security considerations without a corresponding investment benefit. The firm's posture is a deliberate governance choice, not an oversight.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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