Compass Financial Group

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Client assets under management

$91,583,491

Clients

421

0% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

140

Very High

Average account size

$217,538

About

Compass Financial Group provides investment advisory and financial planning services primarily to individual clients (excluding high net worth individuals) and to insurance companies, offering both discretionary and non‑discretionary portfolio management and referrals to third‑party money managers. Advisors at the firm are also licensed insurance agents and may offer insurance products in addition to advisory services.

The firm tailors advice to each client's objectives and typically implements strategies by allocating among asset classes and model portfolios developed by third‑party managers rather than performing in‑house quantitative analysis of individual securities. Commonly used instruments include money market funds, exchange‑traded funds, and structured products, and the firm generally favors long‑term purchase strategies and the use of third‑party models.

Distinctive features disclosed in the brochure include the firm’s licensed insurance agency affiliation, which creates commission‑based compensation for insurance sales and potential conflicts of interest—particularly in rollover recommendations and referrals to affiliated entities. The firm also offers access to a third‑party wrap‑fee program and manages roughly $91.6 million in client assets with a small advisor team while serving primarily non‑HNW individual clients.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy

Fee options

Percentage

$0+: .75% +: 1.00%

Commissions

Insurance agents earn commissions for selling insurance products separate from advisory fees.

Project-based

Hourly rate may apply for financial plan updates with client approval.

Other

Account minimum: $1,000

Main office location

Compass Financial Group

16414 San Pedro Avenue, Suite 520

San Antonio TX 78232, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 210-783-0042

Advisors at this firm

Brandon D

Series 65

Windcrest, TX

Compass Financial Group

Brandon Dimicelli is a financial advisor at Compass Financial Group with four years of industry experience. He holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors, LLC. In addition to his advisory role, he has been an independent insurance agent since 2009, selling life insurance and fixed annuities. Compass Financial Group serves individual clients and insurance companies, focusing on discretionary and non-discretionary portfolio management and financial planning. The firm employs model portfolios and third-party money managers, offering a combination of investment products and client education through seminars and workshops.

General retirement planning Retirement income strategy

Frank D

Series 65

Windcrest, TX

Compass Financial Group

Frank Dimicelli is a financial advisor at Compass Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Brookstone Wealth Advisors, Regal Investment Advisors, and Compass Financial Group throughout his career. Outside of advising, he is involved as a board member of Crossroads Church and owns several non-investment businesses, including wholesale and retail jewelry companies. Compass Financial Group provides discretionary and non-discretionary portfolio management and financial planning primarily for individual clients and insurance companies. The firm focuses on model portfolios and third-party money managers, offering a combination of asset management and educational services through seminars and workshops.

General retirement planning Retirement income strategy

Jaylon D

Series 65

San Antonio, TX

Compass Financial Group

Jaylon Dukes is a financial advisor at Compass Financial Group in San Antonio, TX, holding a Series 65 designation with one year of industry experience. His background includes roles in education at Brooks Collegiate Academy and Academica Southwest prior to joining Compass Financial Group. Compass Financial Group provides portfolio management and financial planning primarily for individual clients and insurance companies, focusing on model portfolios, third-party money managers, and long-term investment strategies. The firm serves approximately 310 clients with a two-advisor team and offers client education through seminars and workshops.

General retirement planning Retirement income strategy

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