Compass Planning Associates Inc
Financial Services • 
Boston, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 3 Post Office Sq, Suite 602, Boston, Massachusetts 02109, US |
| Phone number | +18883209993 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Advisory, Fee Only Financial Planning |
| Founded | 1996 |
| Employees | 1-10 |
| Socials |
Key Contact at Compass Planning Associates Inc
Jennifer P Lane
Owner
Compass Planning Associates Inc Email Formats
Compass Planning Associates Inc uses 2 email formats. The most common is {first initial} (e.g., j@compassplanning.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@compassplanning.com | 50% |
{first name} | john@compassplanning.com | 50% |
About Compass Planning Associates Inc
Fully Online, Deeply Human, True Fee-Only Financial Planning We are here to come alongside anybody, at any stage of life, who wants to take a more intentional approach to their financial life. Our process is marked by a deep commitment to practical kindness and deliberate listening. True advising recognizes and accounts for the reality of your entire life. True guidance means developing a plan that is a response to an actual person, you. To develop that plan we first take the time to deeply listen and get to know your context. At Compass, everything we do, from our first consultation to actual planning, is in pursuit of our ultimate purpose of truing up money to align with your life and values. Interested in a true financial advising experience? Reach out. We'll schedule a free first video call meeting with one of our advisors to get to know you and your financial situation a bit. From there we'll start helping you chart your a financial course that fits the true shape of your life At Compass Planning, we exist to Be True. *Compass Planning is an SEC registered investment adviser. Compass Planning may only transact business or render personalized investment advice in those states and international jurisdictions where they are registered/filed notice or otherwise excluded or exempted from registration requirements.
Compass Planning Associates Inc revenue & valuation
| Annual revenue | $6,897,209 |
| Revenue per employee | $1,150,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Compass Planning Associates Inc has 3 employees across 2 departments.
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Number of employees
Funding Data
Compass Planning Associates Inc has never raised funding before.
Compass Planning Associates Inc Tech Stack
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United Kingdom
Norway
Frequently asked questions
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