A complete list of active advisors currently associated with Compass Financial Group, INC

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

Compass Financial Group provides comprehensive portfolio management and related financial planning to individuals (including high-net-worth clients), trusts, estates, and business entities. The firm reports about $1.225 billion in assets under management and serves roughly 2,675 clients through a team of seven advisors. The firm typically meets with clients at least once (in person when possible, otherwise by phone or video) to gather financial information and then implements individualized, discretionary portfolios that may include exchange-traded funds, mutual funds, individual stocks and bonds, with periodic rebalancing and at least annual reviews when clients are available. CFG’s documented methods span both long- and short-term strategies and may involve active trading, options, and margin where suitable, and the brochure notes that tax efficiency is not the firm’s primary consideration and recommends consultation with tax professionals. Noteworthy differences from many peers include an unusually high client load per advisor (about 380 clients per advisor based on the brochure’s client and advisor counts) and that the firm sponsors a wrap fee program (described in Part 2A, Appendix 1) from which it receives a portion of wrap fees. The brochure also discloses participation in a third‑party endorsement/referral program (Ramsey Solutions’ SmartVestor), a marketing arrangement the firm identifies as a potential source of conflicts of interest.

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