Compass Planning Associates is a wealth manager based in Westwood, United States, founded in 1996. Verified contact details, AUM data, and investment preferences on FindLPs.
Provides online, fee-only financial planning tailored to life’s transitions. Empower your financial journey with compassionate, expert guidance.
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Compass Planning Associates. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.