Compass
20yrs
More experience than 61% of advisors nationwide
Compass
Fairfield, CT. Legal name: Comprehensive Planning Associates, LTD.
About the firm
A combined brokerage and advisory firm based in Fairfield, Connecticut. It manages about $47.7 million for roughly 54 individual clients. Services include financial planning, investment management for individuals and small businesses, educational seminars and workshops.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$883,333
Assets under management ?$47.7 million
Individual clients54
Median years of experience15
FoundedNot stated
Some advisors here are also registered brokers, so they can offer both fee-based advice and commission-based products. Ask which applies to your accounts.
Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Advisors at Compass
3Advisors
15Median years of experience
1States with offices
–Offices
Also known as
Comprehensive Planning Associates, Ltd.
About Compass
How do I contact Compass?
Call the main office at (203) 454-5970. The main office is at 33 Miller Street, Fairfield, CT 06824.
How is Compass paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Compass offer?
Financial planning, Investment management for individuals and small businesses, Educational seminars and workshops.
How many advisors work at Compass?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.