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COMPASS PLANNING, LLC

CRD 338524

1210 EAST MAIN STREET, ASHLAND, OH, 44805, United States

Phone

(844) PLAN4IT

Fax

(567) 203-4900

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-13

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD