A complete list of active advisors currently associated with Compass Financial Advisory Services, LLC
Warmer can help you find a great advisor at Compass Financial Advisory Services, LLC or one who fits your needs even better.
Compass Financial Advisory Services primarily serves individual and high‑net‑worth clients with a focus on retirement planning, drawing much of its client base from employees and retirees of Publix Super Markets, Inc. The firm provides fee‑based investment advisory services and financial planning, including portfolio management, retirement rollovers, participant education, and the option to implement insurance products through representatives who are licensed agents. The firm’s investment approach emphasizes retirement income planning and segments client assets into income and growth components—often reflecting a significant exposure to Publix stock for many clients—while offering objectives that range from income/capital preservation to aggressive growth. Accounts are managed on discretionary or non‑discretionary bases, Compass uses sub‑advisors for specialized strategies, and it performs ongoing supervision and periodic rebalancing to align portfolios with clients’ goals and risk tolerances. A distinctive feature is that Compass, which manages roughly $527 million in client assets, acts as the sponsor and portfolio manager of an open‑architecture wrap fee program that bundles advisory and transaction costs for mutual funds and ETFs, a structure that is relatively uncommon among peer team firms. Other notable aspects include the firm’s concentrated relationship with a privately held employer whose stock is valued periodically, its stated faith‑based orientation, and disclosed conflicts related to rollovers and insurance commissions that the firm addresses through fiduciary disclosures and documented procedures.
To learn more about the advisors currently working at Compass Financial Advisory Services, 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.
You can also browse Compass Financial Advisory Services, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Ormond Beach, FL
| 4
| |
Ormond Beach, FL
| 2
| |
Ormond Beach, FL
| 1
| |
Ormond Beach, FL
| 2
| |
Ormond Beach, FL
| 31
| |
White Georgia, GA
| 14
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)