# COMPASS PLANNING ASSOCIATES, INC.

COMPASS PLANNING ASSOCIATES, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 128014
- Type: SEC-registered investment adviser
- SEC file number: 801-129110
- Phone: 617-523-4666
- Latest filing: 2026-02-18
- Regulatory AUM: $213.9M
- Discretionary AUM: $196.8M
- Non-discretionary AUM: $17.1M
- Clients: 3
- Accounts: 333

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [Jennifer Potter Lane](https://search.stillhousedata.com/person/665731) | PRESIDENT / CCO | — |
| [LANE JENNIFER POTTER](https://search.stillhousedata.com/person/878888) | PRESIDENT / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128014/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128014/similar
- Related entities: https://search.stillhousedata.com/firm/128014/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128014

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.