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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
33 years
Location
Hamlet, NE
Kompass Financial Advisors, Inc.
Independent
Total advisors
1Clients per advisor
32 HighAvg AUM per client
$304,743 LowHNW client ratio
6% LowJoshua Taylor is a CFP® professional with 33 years of industry experience. He has served as the sole advisor at Kompass Financial Advisors, Inc. since 2004 and has longstanding associations with Geneos Wealth Management and Blythe Lane. His other business activities include providing insurance sales, legal-related services, notary services, and distributing Amway products. Kompass Financial Advisors is a small, independent firm that offers discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm typically uses third-party model mutual fund programs and money managers to implement client portfolios, and it also serves as a limited-scope ERISA 3(21) fiduciary for retirement plans.
Based on Kompass Financial Advisors, Inc.
Based on Kompass Financial Advisors, Inc.
$300 for Client Directed Accounts with Gradient Investments, LLC
$0 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000 - $2,499,999: 0.75% $2,500,000 - $5,000,000: 0.65% Over $5,000,000+: 0.50% $0 - $500,000: 2.00% $500,000.01 - $1,500,000: 1.80% $1,500,000.01 - $2,500,000: 1.70% $2,500,000.01 - $3,500,000: 1.60% Over $3,500,000+: 1.50%
Commission-based compensation earned from insurance product sales by licensed insurance agent at the firm
Minimum fee: Minimum account charge $250,000 annually (with R.T. Jones Capital Equities Management, Inc.) Fee-only: Asset management fees based on assets under management with tiered/blended rates as described; fees are negotiable
Hamlet, NE
Hamlet NE
Advisors at this office
1
Colorado · Kansas · Nebraska · Texas
33 years of industry experience
Kompass Financial Advisors, Inc.
2004 - Present • 22 years
Englewood, CO
Geneos Wealth Management
2003 - Present • 23 years
Denver, CO
Blythe Lane
1999 - Present • 27 years
Englewood, CO
Sentra Securities Corporation
1999 - 2003 • 4 years
Englewood, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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