This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

COMPASS PLANNING ASSOCIATES, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 17, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Mar 17, 2008

First registration

Mar 25, 2008

Dual registered

no

Other names

SARAH HELLER

IAPD individual key

5018295

Graph

RIA / Wealth Management

Canonical id

dfx:ria:42e58f49-5f1c-4797-e3c6-473e3f1f12fa

First observed

Mar 25, 2008

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.