A complete list of active advisors currently associated with Compass Advisors LLC

Warmer can help you find a great advisor at Compass Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Compass Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.