# Compass Wealth Planning LLC

> Compass Wealth Planning LLC is a state-registered investment advisory firm in Pleasant Hill, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 343333
- Filed as: COMPASS WEALTH PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pleasant Hill, CA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343333
- AdvisorCensus page: https://advisorcensus.com/firm/compass-wealth-planning-llc-pleasant-hill-ca-343333

## Quick answers

**How is Compass Wealth Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Compass Wealth Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Compass Wealth Planning LLC located?**
Compass Wealth Planning LLC's principal office is in Pleasant Hill, CA, according to its Form ADV.

**Is Compass Wealth Planning LLC registered with the SEC or a state?**
Compass Wealth Planning LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343333.

**How much does Compass Wealth Planning LLC manage?**
Compass Wealth Planning LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 29, 2026.

**Does Compass Wealth Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/343333

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- compasswealthplanning.com
- Facebook @CompassWealthPlanning
- LinkedIn @compass-wealth-planning-llc
- LinkedIn @justin-ward12
- YouTube @CompassWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Compass Wealth Planning LLC (CRD 343333): Form ADV filing data as of October 2026.