Windcrest, TX Office
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Compass Financial Group
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Firm-wide stats for Compass Financial Group
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.
Based on Compass Financial Group
Location
8940 Fourwinds Dr Ste 311
Windcrest TX 78239
Advisors at this office
2
Advisors at this office
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.
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.
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