Skip to main content

Home
About
Our Services
Resources
- FAQs
- Blog
- LPL Research
- Useful Links
Contact

menu

Events

No events content yet, check back later!

Compass Plan Wealth Strategies

1601 Industrial Blvd.
Ste. 3062
Sugar Land, TX 77478

Ph: (281) 661-7977
Fax: (877) 366-6216
Email: joe.stassi@lpl.com

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Snappy Kraken to provide information on a topic that may be of interest. Snappy Kraken is not affiliated with the named representative, broker-dealer, state, or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and are not considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Compass Plan Wealth Management is registered to sell securities in the following states: AR, GA, ID, LA, MO, OK, PA, TX, WA. Insurance products are offered in AR, LA, MO, and TX.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

LPL Financial does not provide tax advice. The client should make any decisions whether to implement these ideas in consultation with professional financial, tax and legal counsel. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

© 2026 Compass Plan Wealth Strategies. All rights reserved.