Compass Planning Associates Inc.
Compass Planning Associates, Inc. is an SEC-registered, fee-only investment adviser and financial planning firm headquartered in Greenfield, Massachusetts. Founded in 1996 by Jennifer Lane, Compass Planning specializes in providing true fee-only financial advice, personalized financial planning, and investment guidance for individuals and families. With a small, dedicated team including CFP® professionals and operational staff, the firm serves a broad range of clients seeking transparent, client-centered financial stewardship. The firm notably emphasizes conflict-free, client-first advice that avoids traditional sales-based compensation, serving clients both locally and online.
Investment Strategy
Compass Planning Associates provides real-life, fee-only financial planning with a focus on personalized, client-centered service. Their approach emphasizes holistic financial guidance that helps individuals and families navigate major life transitions, cultivate long-term relationships built on trust and transparency, and make informed decisions. The firm does not primarily use an assets-under-management compensation model, instead offering planning and advisory services tailored to clients’ needs. Investment recommendations are constructed based on each client's goals, incorporating comprehensive financial wellness rather than pushing proprietary products or commission-based solutions.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 21.37% | $23.3M | 124,931 | $169.52 | $186.49 | -$328.4K |
S SPY | SPDR S&P 500 ETF TR | 19.92% | $21.7M | 32,600 | $586.13 | $666.18 | -$727.3K |
B BIV | VANGUARD BD INDEX FDS | 12.21% | $13.3M | 170,447 | $76.62 | $78.09 | +$6.1M |
B BSV | VANGUARD BD INDEX FDS | 12.04% | $13.1M | 166,435 | $78.02 | $78.91 | +$4.6M |
V VEU | VANGUARD INTL EQUITY INDEX F | 10.63% | $11.6M | 162,429 | $57.64 | $71.37 | -$1.8M |