A complete list of active advisors currently associated with Compass Ion Advisors, LLC
Warmer can help you find a great advisor at Compass Ion Advisors, LLC or one who fits your needs even better.
Compass Ion serves individuals and families, including high‑net‑worth clients, as well as trusts, retirement plan sponsors, colleges, schools, charitable organizations and other entities, providing integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion across discretionary and non‑discretionary accounts and delivers written financial plans alongside ongoing portfolio management through a team-driven advisory model. The firm’s investment approach emphasizes strategic asset allocation and long‑term holding periods, employing ETFs, mutual funds, separately managed accounts, third‑party sub‑advisors, and occasional options strategies as appropriate; client portfolios are monitored and reviewed regularly, typically on a quarterly basis. Compass Ion discloses limited, targeted use of digital‑asset-related products when suitable and retains external consulting support (Aptus Capital Advisors) for its Investment Committee’s research and oversight. Distinctive features in the brochure include that certain management personnel are also registered representatives of an unaffiliated broker‑dealer (Keel Point Capital LLC), and some investment adviser representatives hold CPA credentials or are licensed insurance agents, arrangements the firm acknowledges and addresses through disclosures and internal policies. The firm also describes receipt of institutional services and software from its preferred custodian (Schwab), acceptance of certain forms of custody (including account access and limited bill‑pay/check‑signing authority) subject to annual surprise examinations, and specific disclosure and procedures around rollover recommendations and mutual‑fund share class selection to mitigate related conflicts.
To learn more about the advisors currently working at Compass Ion Advisors, LLC, 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.
You can also browse Compass Ion Advisors, LLC's office locations.
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