Priya Khanna, CFP®
Fee-only wealth planning for families who want straightanswers.
Priya Khanna founded North Compass after nineteen years at two of the largest wealth managers in the country. Her practice serves about forty families who share a common request: stop selling, start advising. North Compass is fee-only, fiduciary throughout, and operates with full fee transparency posted on every engagement letter.
By the author
Essay · About
Priya Khanna founded North Compass after nineteen years at two of the largest wealth managers in the country. Her practice serves about forty families who share a common request: stop selling, start advising. North Compass is fee-only, fiduciary throughout, and operates with full fee transparency posted on every engagement letter.
0+ yrs
In practice
0+
Families served
$0M
AUM
Fee-only
Fee model
In this issue · Services
06 articles
- №01p. 004
Comprehensive financial planning
Read more · 4 min
- №02p. 008
Retirement income strategy
Read more · 6 min
- №03p. 012
Estate & trust coordination
Read more · 7 min
- №04p. 016
Tax-aware portfolio management
Read more · 10 min
- №05p. 020
Equity compensation planning
Read more · 8 min
- №06p. 024
Charitable giving strategy
Read more · 6 min
Author bio · Verified
03 entries
Verified credentials and qualifications
- №012011
Chartered Financial Analyst
By line · CFA Institute
- №022009
CERTIFIED FINANCIAL PLANNER™
By line · CFP Board
- №032004
BSc, Economics
By line · London School of Economics
Today
$350,000
Monthly
$4,000
Years
22
Return · est.
6.5%
Projected balance at retirement
$3,792,374
Hypothetical illustration · not a guarantee · please consult a professional
What people say
Priya is the first advisor who ever showed us, in writing, exactly what we were paying and what we were getting. We never went back.
M. & R. L.
Clients since 2018
A fee-only fiduciary who treats our plan like a living document, not a sales pitch. The annual review is the calmest meeting on our calendar.
D. S.
Retired physician
We came to North Compass after twenty years at a wirehouse. The difference is that Priya is on our side of the table.
J. & A. T.
Family clients
- Wall Street Journal
The fee-only advisors quietly reshaping family wealth
2024 - Barron’s
Top 100 Independent Advisors — ones to watch
2024 - Forbes
Why fiduciary really matters when markets get loud
2023 - Bloomberg Wealth
A planner who actually returns the call
2023
60 SECONDS
How we plan
A short look at how North Compass runs a planning engagement — fee-only, fiduciary throughout, with full fee transparency on every page.