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

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

Compass Financial Advisors, LLC provides discretionary and non‑discretionary asset management and separately managed account services to individual clients (including high‑net‑worth) and institutional clients, overseeing roughly $21.5 million across about 40 accounts. Offerings include model portfolios (Growth, Balanced, Conservative, International) and customized portfolio management using mutual funds, ETFs, stocks, bonds, preferreds and options. The firm combines a top‑down asset allocation process with bottom‑up fundamental research to select managers and securities, and typically implements portfolios on a discretionary basis with ongoing monitoring and at least quarterly reviews. Custody and trade execution are provided through an established relationship with Charles Schwab, and the firm aggregates/households client accounts for fee calculation and reporting. Notable for a small independent adviser, the firm’s principal also serves in chief‑compliance and affiliated roles at multiple other registered investment advisers, creating formal operational links to other advisory firms. The combination of those multi‑firm affiliations and an institutional custodial relationship that supplies research, technology and support services is atypical for a solo practitioner of this size.

To learn more about the advisors currently working at Compass Financial 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.