Compass Advisory Partners LLC
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About
Compass Advisory Partners LLC provides one-time and ongoing financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm does not manage client assets on a continuous discretionary basis, does not take custody of client funds, and does not implement transactions on clients' behalf.
Its planning work covers retirement projections, cash flow and major goal funding, insurance and risk analyses, estate review, tax-related investment planning, and business succession and executive compensation planning, using both fundamental and technical approaches. Financial plans are typically delivered in writing and generally do not include specific security recommendations; planning and consultation fees are billed hourly (disclosed range $125–$200 per hour), payable upon delivery with limits on advance prepayments.
Compared with many peers, Compass’s compensation model is notable for relying on hourly fees and not charging percentage-of-assets-under-management or performance-based fees. The brochure also discloses that several associated persons are licensed insurance agents and registered representatives of a broker-dealer and are dually registered with other advisory firms—relationships the firm identifies as potential conflicts and addresses through disclosure and supervisory procedures—and that the firm operates under multiple d/b/a names.
Client services
Expertise
Fee options
Commissions on insurance and securities products via registered representatives; separate from advisory fees
$125 to $200 per hour
Fee-only: $125 to $200 per hour, depending on the financial professional and scope of engagement
Main office
480 One Eleven Place
Cookeville TN 38506
Advisors at this office
2
Most active in
Tennessee
Also doing business as
Asset Benefit Resources · Cannon Financial · Compass Advisory Group · Compass Advisory Partners LLC · Compass Financial Group · Corley/Kent Group · Crites, Jerry K. · Crites, Jerry Keith · Fidelis Financial Strategies · Journey Financial Planning · Mckinney Financial · The Jerry Crites Financial Group · Wakefield Venture Group
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
Quick links
Advisors at this firm
Travis G
Series 66
Cookville, TN
Compass Advisory Partners LLC
Travis Giffey is a financial advisor with Compass Advisory Partners LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including FSC Securities Corporation and Lion Street Financial, and has been with Compass Advisory Partners since 2012. Outside of his advisory role, he owns and operates agricultural businesses focused on cattle farming. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm offers written financial plans and consultations without discretionary portfolio management, focusing on retirement, cash flow, insurance, estate, and business succession planning through an hourly fee model.
David S
CFP®, Series 66
Cookeville, TN
Compass Advisory Partners LLC
David Stites is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Compass Advisory Partners LLC. He has held advisory roles at Integrity Alliance, Csenge Advisory Group, and Lion Street Financial, among others. Stites is also involved with Fidelis Financial Strategies, where he sells life, health, and annuity contracts as part of the financial planning process. Compass Advisory Partners provides financial planning and consulting services to individuals, corporations, charitable organizations, trusts, and estates. The firm focuses on delivering written financial plans and consultations without discretionary portfolio management, emphasizing client implementation through custodians of their choice.
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