Wealth Management
Priya Khanna, CFP®
Fee-only wealth planning for families who want straight answers.
The work, in their words.
- Years
- 19+
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
What I offer
Engagements are tailored — reach out and we'll scope the right one.
- 01
Comprehensive financial planning
- 02
Retirement income strategy
- 03
Estate & trust coordination
- 04
Tax-aware portfolio management
- 05
Equity compensation planning
- 06
Charitable giving strategy
Credentials
Independently verifiable credentials.
Chartered Financial Analyst
2011CFA Institute
CERTIFIED FINANCIAL PLANNER™
2009CFP Board
BSc, Economics
2004London 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.
Let's build something good.
Reach out about projects, collaborations, or to talk about working with Priya Khanna, CFP®. Replies usually within a day.