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Compass Planning Associates Inc Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Compass Planning Associates Inc is a financial services firm registered as an SEC investment adviser and based in Boston, Massachusetts. It provides online, fee-only financial planning designed to help individuals at any life stage approach their finances with greater intentionality, guided by careful listening and an understanding of each client’s full life context to produce a plan aligned with their values.

The firm begins with a complimentary video consultation to learn about the client and their financial situation before charting a personalized course. As a small team delivering services online, Compass Planning serves clients in jurisdictions where it is registered to provide personalized investment advice.

Find Compass Planning Associates Inc employees' phone numbers or email addresses

Compass Planning Associates Inc Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Compass Planning Associates Inc's Leadership

  • Stylized image of a person
    J. P. L.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. F.
    General Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. D.
    Registered Paraplanner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Associate Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Associate Financial Planner
    Phone icon
    Mobile Phone

Compass Planning Associates Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Compass Planning Associates Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P. L.
    Owner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 08, 2026
  • Stylized image of a person
    B. F.
    General Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    R. M.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United States
    Dec 31, 2025
  • Stylized image of a person
    H. D.
    Registered Paraplanner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 16, 2024
  • Stylized image of a person
    S. H.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    S. H.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 16, 2024

Frequently Asked Questions

What is Compass Planning Associates Inc known for?

Minus sign iconPlus sign iconCompass Planning Associates Inc was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 3 Post Office Square Suite 602 Boston, Massachusetts 02109 United States; you can contact the main corporate office by phone at
+1-888-320-****
. Explore Compass Planning Associates Inc's company overview page for more information.

What is Compass Planning Associates Inc's most common email format?

Minus sign iconPlus sign iconCompass Planning Associates Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Compass Planning Associates Inc email formats with LeadIQ.

How many employees does Compass Planning Associates Inc have currently?

Minus sign iconPlus sign iconCompass Planning Associates Inc has approximately 6 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Compass Planning Associates Inc's key employees and leadership?

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As of June 2026, Compass Planning Associates Inc's key employees include:

  • Owner: J. P. L.
  • General Manager: B. F.
  • Administrative Assistant: R. M.
  • Registered Paraplanner: H. D.
  • Associate Financial Planner: S. H.

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