# Compass Planning Associates

Compass Planning Associates is a RIA based in Westwood, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westwood, United States
- **Region:** North America
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** compassplanning.com
- **LinkedIn:** https://www.linkedin.com/company/sarahstampcompass

## Regulatory record

- **CRD number:** 128014
- **SEC file number:** 801-129110
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128014

## About

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.

## People

- Jennifer Lane — Founder, Financial Advisor
- Sarah Stamp — Financial Advisor
- Joshua Weiss — Financial Advisor
- Heather Dmochowski — Registered Paraplanner
- Beth Bond — Operations Manager

## 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.

## Related profiles

- [Singer, Leemon & Associates](https://altss.com/profile/singer-leemon-and-associates-inc)
- [Star Financial Services](https://altss.com/profile/star-financial-services)

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Last updated: 2026-08-11T15:06:27.647Z

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