Advisor at Compass Planning Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Compass Planning Associates, Inc.
Location
Greenfield, MA
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Jennifer Lane is a CFP® professional with 23 years of industry experience. She has been with Compass Planning Associates, Inc. since 2005. Compass Planning Associates, Inc. provides comprehensive financial, investment, and tax planning to individuals, retirement plan participants, trusts, estates, and business entities. The firm follows a planning-first, long-term approach, typically implementing portfolios through passive asset allocation using index mutual funds and ETFs, and offers project-, hourly-, or annual-based billing without relying on percentage-of-assets fees.
Based on Compass Planning Associates, Inc.
Planning by the Year service annual fee generally ranges from $8,000 to $25,000, charged quarterly in arrears.
Principal - $420/hr; Senior Adviser - $405/hr; Adviser - $310/hr; Planning Support - $260/hr
Planning by the Year service charged as a flat annual fee paid quarterly in arrears, typically $8,000 to $25,000 per year.
Account minimum: $500,000 Fee-only: Hourly rates ranging from $260/hr to $420/hr depending on staff; Planning by the Year flat annual fee generally ranges from $8,000 to $25,000 charged quarterly in arrears.
Greenfield, MA
Massachusetts · Texas
Compass Planning Associates, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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