A complete list of active advisors currently associated with Compass Advisors

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

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.

To learn more about the advisors currently working at Compass Advisors, 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.