Compass Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compass Advisors is a fee-only independent advisory firm that provides comprehensive financial planning and portfolio management to individual clients. The firm tailors advice to each client’s goals, risk tolerance, time horizon and tax situation while focusing its investment management on individual stocks and exchange-traded funds.
The firm’s investment process emphasizes fundamental stock-selection criteria such as insider ownership, dividend yield and dividend growth, low valuation, capital efficiency and financial strength, and it supplements this with limited technical analysis (Relative Strength Index and Bollinger Bands). For international exposure it uses American Depositary Receipts and, for higher-net-worth clients, foreign ordinaries; the brochure also outlines a wide range of market and operational risks the firm monitors.
Notably, Compass does not charge fees based on a percentage of assets under management, an approach that differs from many independent advisers. The firm manages a small client roster (eight clients, roughly $13 million in assets) and follows several operational practices that are uncommon among peers — it does not aggregate trades, relies on a third‑party custodian for reporting, and applies an explicit trade allocation queue to align employee and client transactions.
Client services
Expertise
Fee options
Quarterly retainer fee paid in arrears (specific amount not stated)
Fee-only: Initial comprehensive financial plan fee: 0.5% - 1% of portfolio value, adjusted quarterly based on gold price; ongoing quarterly retainer fee (amount not specified)
Main office
Big Canoe GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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