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Frequently Asked Questions
Everything you need to know about working with Compass Financial Planning.
Getting Started
What is fee-only financial planning?
What is a fiduciary, and are you one?
How do I get started with Compass?
Is there a minimum account balance?
Accounts & Transfers
How do I transfer my existing accounts?
What custodian do you use?
Can I keep my existing 401(k)?
Fees & Billing
How are your fees structured?
Can I cancel my subscription?
Are your fees tax-deductible?
Security & Privacy
How do you protect my personal information?
Are my investments insured?
What happens if Compass closes?
Support
How do I schedule an advisor meeting?
What are your support hours?
Do you offer virtual meetings?