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...

Overview

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.

Website

compassplanning.com

linkedin.com/company/sarahstampcompass

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

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. Updated: Oct 23, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.