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Type	Result	AUM

Compass Planning Associates Inc ✚
CRD #	128014
SEC #	801-129110
CIK #	0002046823
AUM	213.9 M (2026-02-18)
Employees	3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone	617-523-4666
Address
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($M) Copy

Account Minimums and Types of Clients — Form ADV Part 2A (2/18/2026) [Brochure]

Item 7: Types of Clients Compass Planning provides advisory services to individuals, pension and profit sharing plan participants and other ERISA accounts, trusts, estates, and business entities. While there is no minimum individual account size requirement for ongoing planning and management services, Clients are required to have a minimum of $500,000 in total investable assets. Compass Planning reserves the right at its sole discretion to grant exceptions to this minimum total investable asset requirement.

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	0.6
	Alphabet Inc	0.5
	Eaton Vance Enhanced Equity Income Fund II	0.5
	Calamos Strategic Total Return Fund	0.3
	Eaton Vance Tax-Managed Diversified Equity Income Fund	0.2

Holdings by Sector ($M)

Firm Profile (Form ADV)
Clients	495
Serves	Retail

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