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Financial ADVSR advisor directory · SEC adviser records

Compass Planning Associates, Inc. financial advisors

Every SEC-registered investment adviser representative at Compass Planning Associates, Inc., by the state and city of the office they work from.

3 registered advisors work at Compass Planning Associates, Inc., in 2 states and 2 cities; the most are in Greenfield, MA (2). 2 list the CFP designation and 0 are also registered broker representatives.

Search every Compass Planning Associates, Inc. advisor by name →Who joined and left Compass Planning Associates, Inc. →Compass Planning Associates, Inc.: assets, clients and custodians →

Cities with the most Compass Planning Associates, Inc. advisors

Greenfield, MA 2Dover, NH 1

Compass Planning Associates, Inc. advisors by state

Compass Planning Associates, Inc. in Massachusetts 2

Greenfield 2

Compass Planning Associates, Inc. in New Hampshire 1

Dover 1

Questions

How many financial advisors does Compass Planning Associates, Inc. have?

3 investment adviser representatives are registered with Compass Planning Associates, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Compass Planning Associates, Inc. have the most advisors?

Greenfield, MA, with 2 registered advisors, then Dover, NH (1). By state, Massachusetts has the most, with 2.

How do I find a Compass Planning Associates, Inc. financial advisor near me?

Pick your state below, then your city, to see every Compass Planning Associates, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Compass Planning Associates, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →