Transparent Pricing
No hidden fees. No commissions. No conflicts of interest. Just straightforward, flat-fee financial planning.
Compass Starter
For individuals beginning their financial journey.
$150/month
- Comprehensive financial plan
- 2 advisor meetings per year
- Retirement projection
- Budget & cash flow analysis
- Email support
- Annual plan review
RECOMMENDED
Compass Navigator
For families and professionals with growing complexity.
$275/month
- Everything in Starter, plus:
- 4 advisor meetings per year
- Investment management
- Tax planning strategy
- College savings planning
- Insurance review
- Priority support
- Quarterly reports
Compass Voyager
For high-net-worth individuals and complex situations.
$500/month
- Everything in Navigator, plus:
- Unlimited advisor meetings
- Estate planning coordination
- Stock option & RSU planning
- Charitable giving strategy
- Business owner planning
- Dedicated advisor line
- Monthly reports
Additional Fee Schedule
| Service | Fee | Notes |
|---|---|---|
| One-Time Financial Plan | $1,500 - $3,000 | Comprehensive plan without ongoing management |
| Hourly Consultation | $250/hour | For specific financial questions or second opinions |
| AUM Fee (if applicable) | 0.50% - 0.75% | Declining fee schedule based on assets |
| Tax Preparation Add-On | $500 - $1,500 | Available for Navigator and Voyager clients |
Our Fee-Only Promise
We never earn commissions, kickbacks, or referral fees. Our only source of revenue is the transparent fees listed above. This means our advice is always in your best interest — we succeed when you succeed.