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 serves individuals (including high‑net‑worth clients), trusts, estates, corporations and ERISA retirement plan sponsors, delivering comprehensive portfolio management, referrals to third‑party managers, and non‑discretionary plan sponsor advisory services in a Section 3(21) co‑fiduciary capacity. The firm provides integrated financial planning and consulting alongside discretionary asset management for client accounts. The firm manages roughly $1.48 billion in discretionary assets and offers both traditional custodial accounts and sponsored wrap fee programs in which Compass covers transaction costs as part of the wrap arrangement, while describing a buy‑and‑hold orientation that generally limits trading volume. Client accounts are reviewed on a periodic basis and at least annually with meetings emphasizing holistic financial planning, behavioral coaching, and wealth structuring; written reports are provided only upon request. Noteworthy features that distinguish the firm from many peers include an unusually high client load per advisor—more than 400 clients per advisor—indicating a higher client‑to‑advisor ratio and a service model that relies on standardized processes and intermediary relationships. The firm also participates in endorsement/referral channels (including the SmartVestor program operated by Ramsey Solutions) and acts as a wrap fee program sponsor while separately offering ERISA plan sponsor advisory services with recordkeeper‑processed fees and no indirect compensation.

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.