A complete list of active advisors currently associated with Compass Advisory Partners LLC

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

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.

To learn more about the advisors currently working at Compass Advisory Partners 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.