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Compass Retirement Group LLC

Updated today

Client assets under management

$111,859,803

Clients

766

1% high-net-worth

Advisors

7

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

109

Very High

Average account size

$146,031

About

Compass Retirement Group LLC serves individual and high‑net‑worth clients with discretionary investment management, integrated financial planning, and consulting for specific needs. Financial planning is included as part of the advisory relationship, and the firm also advises on held‑away accounts, annuities, insurance products, and estate‑planning matters.

The firm builds client profiles based on objectives, time horizon and risk tolerance and primarily allocates among equities, ETFs, cash and mutual funds, implementing strategies through third‑party model managers on the Orion platform. CRS exercises discretionary trading authority for managed accounts, reviews model managers at least quarterly, and coordinates with clients’ other advisors (CPAs, estate attorneys, insurance brokers) as part of its process.

Compared with many peers, CRS is the sponsor and manager of a wrap fee program and discloses the use of endorsements, testimonials and advertised third‑party ratings in its marketing materials—features the brochure identifies as uncommon for similar team firms. The brochure also highlights the firm’s use of a Wealth.com estate‑planning platform and discloses that some representatives sell insurance through an affiliated agency, which the firm notes as a potential conflict of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement income strategy Income planning Wealth management

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Fee options

Percentage

0.65% to 1.50% annually (negotiable on a client-by-client basis)

Commissions

Insurance commissions and trails earned by some IARs from affiliated insurance agency products; these are separate from advisory fees.

Other

Account minimum: $250,000 (can be waived at the firm's discretion) Fee-only: Investment management all-in fee ranging from 0.65% to 1.50% annually, includes financial planning services at no additional fee.

Main office location

Compass Retirement Group LLC

10326 Old Olive Street Road

St. Louis MO 63141, United States

Number of offices

2

Most active in

California · Florida · Georgia · Illinois · Missouri · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Devin R

Series 66

St. Louis, MO

Compass Retirement Group LLC

Devin Riley is a financial advisor at Compass Retirement Group LLC in St. Louis, MO, with three years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management. Outside of advising, he is also an insurance agent for various carriers. Compass Retirement Group LLC serves individual and high-net-worth clients with discretionary investment management, integrated financial planning, and consulting tailored to specific needs. The firm uses third-party model managers and coordinates with clients’ other advisors while managing accounts through the Orion platform.

General retirement planning Retirement income strategy Income planning Wealth management
user avatar

Tamara D

Series 65

St. Louis, MO

Compass Retirement Group LLC

Tamara Dickerson is a Series 65-licensed advisor with Compass Retirement Group LLC, based in St. Louis, MO, and has three years of industry experience. She previously worked at Hollywood Casino for 13 years. In addition to her advisory role, she is also an insurance agent working with various carriers. Compass Retirement Group LLC serves individual and high-net-worth clients with discretionary investment management, integrated financial planning, and specialized consulting. The firm uses third-party model managers and the Orion platform to implement strategies tailored to client objectives, time horizons, and risk tolerance.

General retirement planning Retirement income strategy Income planning Wealth management
user avatar

Poonnasa C

CFP®, Series 66

St. Louis, MO

Compass Retirement Group LLC

Poonnasa Corn is a CFP® and Series 66 professional with 10 years of industry experience. She has worked at Edward Jones for 11 years before joining Compass Retirement Group LLC, a team-based firm. Compass Retirement Group LLC serves individual and high-net-worth clients with discretionary investment management, integrated financial planning, and consulting. The firm combines client objectives with third-party model managers to implement portfolios primarily composed of equities, ETFs, cash, and mutual funds.

General retirement planning Retirement income strategy Income planning Wealth management
user avatar

Airionne S

CFP®, Series 66

St. Louis, MO

Compass Retirement Group LLC

Airionne Solanke is a CFP® professional with nine years of industry experience, currently serving at Compass Retirement Group LLC since 2017. Prior to joining Compass, she held positions at Waddell & Reed Inc, Bank of America, and Steve Robbins. She is also a licensed insurance agent. Compass Retirement Group LLC provides discretionary investment management, integrated financial planning, and consulting primarily for individual and high-net-worth clients. The firm employs third-party model managers and coordinates with clients’ other advisors to implement tailored strategies across equities, ETFs, cash, and mutual funds.

General retirement planning Retirement income strategy Income planning Wealth management
user avatar

Marvin M

Series 66

St. Louis, MO

Compass Retirement Group LLC

Marvin Mitchell is a Series 66-licensed advisor with Compass Retirement Group LLC in St. Louis, MO, where he has worked since 2015. He has 18 years of industry experience, including prior work with Compass Retirement Solutions LLC. Outside of his advisory role, Mitchell is involved in life coaching through his business Path to Prosperity, LLC, and sells insurance products via Mitchell Retirement Group, LLC. Compass Retirement Group LLC serves individual and high-net-worth clients through discretionary investment management, integrated financial planning, and consulting. The firm employs third-party model managers and coordinates with other client advisors to deliver customized financial strategies.

General retirement planning Retirement income strategy Income planning Wealth management
user avatar

Elliott L

Series 66

St. Louis, MO

Compass Retirement Group LLC

Elliott Lorson is a financial advisor at Compass Retirement Group LLC in St. Louis, MO, holding a Series 66 designation with several years of experience in the financial services industry. His prior roles include positions at Citigroup Global Markets and Morgan Stanley Smith Barney LLC. Compass Retirement Group LLC provides discretionary investment management, integrated financial planning, and consulting services primarily to individual and high-net-worth clients, using a model manager approach and coordinating with clients’ other advisors.

General retirement planning Retirement income strategy Income planning Wealth management
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