Compass Rose Financial Planning is an independent, fee-only financial planning firm, providing financial planning and investment management services on a percent of Assets Under Management Fee.

Our approach to Financial Planning focuses on you and understanding your unique set of financial objectives. We then fashion a customized comprehensive financial plan and investment management strategy tailored to helping you achieve your specific goals.

As independent fee-only financial planners, we are not committed to any investment product or service and work exclusively for the benefit of our clients. In fact, as a Registered Investment Advisor, Compass Rose has a legal fiduciary obligation to act in each client’s best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality service and guidance.

We look forward to speaking with you about scheduling a complimentary consultation and getting acquainted with you to show you the financial benefits that can result from our Financial Planning services.