Investment adviser · CRD 283585

COMPASS FINANCIAL PLANNING, LLC

Investment adviser filing (IA)

SAN LUIS OBISPO, CA, United States · Form ADV filed Mar 12, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 12, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1075 COURT ST.,, SUITE 206
SAN LUIS OBISPO, CA, 93401, United States

CRD 283585

Filing source

Form ADV 1503872 · Mar 12, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.