Compass Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compass Financial Group, Inc. provides wealth management, portfolio management, financial planning, and family office services to individuals as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages roughly $430 million in discretionary client assets and delivers services through its investment adviser representatives, generally focusing on high‑net‑worth households and individual clients.
Its investment approach emphasizes preservation of wealth with a global macro–oriented, multi‑strategy asset allocation framework that blends strategic and tactical rebalancing across equities, fixed income, currencies, commodities, alternatives, and cash. Portfolios are managed under written Investment Policy Statements and may employ downside‑protection techniques — including options, inverse hedging, and tactical shifts — with discretionary authority exercised consistent with client guidelines.
Distinctive features include the firm’s family office consulting capabilities, which coordinate tax, estate, cash flow, manager selection, and vendor reviews alongside investment oversight, and its explicit use of alternative and absolute‑return strategies in client portfolios. The firm also references third‑party ratings in its public materials (including its website), a practice that is uncommon among similarly supported firms, and it operates with a relatively large asset base given its three‑advisor structure.
Client services
Occupation focus
Demographic focus
Fee options
Family office services up to $50,000 per quarter, fixed fee basis; Setup fee $1,000 to $3,000 (may be waived).
$0 - $300,000: 1.25% to 1.75% (case-by-case basis) $300,000 - $1,000,000: 1.10% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $6,000,000: 0.65% $6,000,000 - $9,000,000: 0.55% $9,000,000+: 0.35%
$300 per hour for specific consulting services without comprehensive written plan.
Account minimum: $1,000,000 Minimum fee: Financial planning minimum fee: $2,500; Family office minimum fee: $2,500; Maximum financial planning/family office fee: $200,000 Fee-only: Fees charged on a fee-only basis with no commissions earned by advisors.
Main office
665 S.E. 10th Street, Suite 202
Deerfield Beach FL 33441
Advisors at this office
3
Most active in
Florida · Texas
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.
Advisors at this firm
Jay S
CFP®, Series 63, Series 65
Deerfield Beach, FL
Compass Financial Group, Inc.
Jay Shein is a CFP® professional with 33 years of industry experience, currently serving at Compass Financial Group, Inc. He has a long tenure with the firm, interrupted by a 23-year period at the Wharton School of Business. Shein is also an author of books and publications for CCH, a Wolters Kluwer business, and receives royalties from these works. Compass Financial Group, Inc. provides wealth management, financial planning, and family office services to high-net-worth individuals and institutional clients. The firm employs a global macro-oriented, multi-strategy asset allocation approach emphasizing wealth preservation, with distinctive family office consulting capabilities and the use of alternative and absolute-return strategies.
Stacey B
Series 65
Deerfield Beach, FL
Compass Financial Group, Inc.
Stacey Beverley is a financial advisor at Compass Financial Group, Inc. with five years of industry experience. She holds the Series 65 designation and has been with Compass Financial Group since 2020. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation process that includes equities, fixed income, currencies, commodities, and alternative investments, incorporating tactical shifts and downside-protection techniques as outlined in written Investment Policy Statements.
Blair S
CFP®, CFA®, Series 65
Deerfield Beach, FL
Compass Financial Group, Inc.
Blair Shein is a CFP®, CFA®, and Series 65 professional with 22 years of industry experience. He is currently with Compass Financial Group, Inc. and has taught as an instructor for the Chartered Financial Analyst review program at Florida Atlantic University. His work history includes over three decades at Compass Financial Group and a significant academic role at Florida Atlantic University. Compass Financial Group, Inc. provides discretionary portfolio management, financial planning, and family office consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a global macro–oriented, multi-strategy asset allocation process that integrates equities, fixed income, currencies, commodities, and alternative investments.
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