# COMPASS FINANCIAL PLANNING, LLC

COMPASS FINANCIAL PLANNING, LLC of SAN LUIS OBISPO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 283585
- Type: SEC-registered investment adviser
- SEC file number: 801-112726
- Location: 1075 COURT ST.,, SUITE 206, SAN LUIS OBISPO, CA, 93401
- Phone: (805) 888-1597
- Latest filing: 2021-03-12
- Clients: 1

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HERZOG CAROLYN JANE | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283585/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283585/similar
- Related entities: https://search.stillhousedata.com/firm/283585/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283585

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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.