Compass Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$420,682,721
Clients
361
Advisors
4
of 7 employees
About
Compass Advisors is an SEC‑registered advisory firm with roughly $767.5 million in assets under management across about 361 client relationships, serving individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans. The firm provides discretionary portfolio management, financial planning and retirement‑plan advisory services and also offers implementation through an automated Schwab Institutional Intelligent Portfolios program.
The firm constructs customized, primarily long‑term portfolios built around low‑cost, diversified mutual funds and ETFs while retaining the flexibility to use individual stocks, bonds and options contracts to address tactical, tax or client‑specific needs. Compass Advisors’ Disclosure Brochure indicates it may use derivatives in separately managed accounts and will buy, sell or reallocate positions for rebalancing, tax harvesting or hedging, reflecting a willingness to incorporate more complex instruments alongside strategic asset allocation.
Compared with many peers, the firm notes publicly available third‑party ratings in its materials, a practice that is uncommon among similar team firms. The brochure also discloses that members of the advisory team maintain broker‑dealer and insurance licenses and that at least one senior investment professional operates an unaffiliated advisory business—relationships the firm identifies as potential conflicts of interest alongside its custodial relationship with Schwab.
Client services
Expertise
Occupation focus
Fee options
$1,500 to $15,000 per engagement (financial planning services)
$0+: up to 2.00% annually (investment management services, negotiable, based on factors such as complexity, asset level, relationship) $0+: up to 1.00% annually (retirement plan advisory services, negotiable based on plan size and complexity)
Certain advisory persons receive commissions as registered representatives of a broker-dealer and from insurance sales, separate from advisory fees
$200 to $350 per hour (financial planning services)
Fee-only: Investment management fees, retirement plan advisory fees, financial planning fees (hourly or fixed)
Main office
155 Pinelawn Road, Suite 210 N
Melville NY 11747
Advisors at this office
4
Most active in
California · Florida · New Jersey · New York · North Carolina · Pennsylvania · Texas
Also doing business as
Compass Advisors · Compass Advisory Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brendan H
Series 63, Series 65, Series 66
Melville, NY
Compass Advisors
Brendan Hyde is a financial advisor at Compass Advisors with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at CAPTrust, TransAmerica Retirement Solutions, and Principal Financial Services. Outside of advising, he is involved in managing rental property. Compass Advisors is an SEC-registered firm managing approximately $767.5 million for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and uses a primarily long-term investment approach with diversified mutual funds and ETFs, while also incorporating individual securities and derivatives for tactical and tax purposes.
Jeffrey B
CFP®, Series 63, Series 66
Melville, NY
Compass Advisors
Jeffrey Burke is a CFP® with six years of industry experience, currently serving at Compass Advisors. He has worked previously at CAPTrust, Blank Equity Management, and Long Island Wealth Management. Outside of his advisory role, he is the treasurer and trustee of the Deer Pen Homeowners Association and owns a business called The SUMP LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million across more than 360 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using low-cost, diversified mutual funds and ETFs while also employing individual securities and derivatives to meet tactical and client-specific needs.
Lauren K
CFP®, Series 66
Melville, NY
Compass Advisors
Lauren King is a CFP® with 18 years of industry experience, currently serving as an advisor at Compass Advisors. She has held prior roles at CAPTrust, CapFinancial Securities LLC, Purshe Kaplan Sterling Investments, Inc., and LPL Financial. King is involved with The Financial Literacy Education Project, a nonprofit focused on teaching financial literacy to middle school-aged children and disadvantaged individuals. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on customized, long-term portfolios using primarily low-cost mutual funds and ETFs, while also integrating individual securities and derivatives as needed.
Michael C
CFP®, Series 66
Melville, NY
Compass Advisors
Michael Cuneo is a CFP® and holds a Series 66 license, with 23 years of experience in the financial services industry. He is currently with Compass Advisors and has prior experience at CAPTrust, Purshe Kaplan Sterling Investments, and LPL Financial. Outside of his advisory work, he is involved in managing a fixed insurance business and owns Kaboom Partners, LLC. Compass Advisors is an SEC-registered firm managing approximately $767.5 million in assets for individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services utilizing low-cost, diversified mutual funds and ETFs, with flexibility to incorporate individual securities and derivatives for tactical or tax-related strategies.
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