COMPASS PLANNING, LLC

COMPASS PLANNING, LLC of ASHLAND, OH is an SEC-registered investment adviser (CRD 338524).

Registration

• CRD: 338524
• Type: Registered investment adviser
• Location: 1210 EAST MAIN STREET, ASHLAND, OH, 44805
• Phone: (844) PLAN4IT
• Latest filing: 2026-04-13
• Clients: 1

Business model

Compensation: Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338524 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search