# Compass Planning, LLC

Compass Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://compassplanning.com

## Regulatory record

- **CRD number:** 338524
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338524

## About

Compass Planning, LLC is a state-registered investment adviser in Ashland, OH. It has one employee and one investment adviser. The firm is based in Ashland.

## Questions

### Where is Compass Planning, LLC based?

The firm's specific city and state are not disclosed in available public records. It operates primarily within the United States based on its RIA registration.

## Related profiles

- [Camphora Capital Inc.](https://altss.com/profile/camphora-capital-inc)
- [MUSAFFA LLC](https://altss.com/profile/musaffa-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/compass-planning-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology