Compass Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Compass Retirement Group, LLC (doing business as Compass Retirement Solutions) serves individual and high‑net‑worth clients with a focus on retirement investing and income replacement. The firm provides discretionary investment management, integrated financial planning, limited‑scope consulting, and estate‑planning support through a licensed Wealth.com technology offering.
CRS typically implements client plans using asset‑allocation models that include equities, ETFs and mutual funds, and relies on the Orion platform and third‑party model managers to construct and manage portfolios on a discretionary basis. The firm conducts periodic (at least quarterly) manager and account reviews and includes financial planning as part of its investment management relationship.
Notable distinctions disclosed in the brochure include that CRS is the sponsor and manager of its own wrap fee program and participates in platform arrangements where platform and model manager fees are billed separately. The brochure also discloses that some advisors are licensed insurance agents affiliated with an insurance agency, that the firm receives marketing reimbursements from product sponsors and underwrites advertising and client events, and that the firm uses advertising tools such as testimonials, endorsements and third‑party ratings — with stated policies to disclose and manage the related conflicts of interest.
Client services
Expertise
Fee options
$0.00+: 0.65% to 1.50%, annually (negotiable on client-by-client basis)
Advisors receive commissions and compensation from insurance product sales outside advisory relationship.
Account minimum: $250,000 (waivable at the discretion of the firm)
Main office
See office10326 Old Olive Street Road
St Louis MO 63141
Advisors at this office
6
Offices (2)
Most active in
California · Florida · Georgia · Illinois · Kansas · Missouri · North Carolina · Texas
Also doing business as
Compass Retirement Group LLC · Compass Retirement Solutions, LLC · Compass Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dossie J
Series 63, Series 65, Series 66
St. Louis, MO
Compass Wealth
Dossie Jennings is a financial advisor with Compass Wealth in St. Louis, MO, holding Series 63, 65, and 66 credentials and one year of industry experience. Prior to joining Compass Wealth, Jennings worked at NYLIFE Securities LLC and New York Life Insurance Company, as well as at Edward Jones and BJC Healthcare. Jennings also has experience running a business called Shiny Nickels & Dimes from 2020 to 2024. Compass Retirement Group, LLC, operating as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, typically employing asset-allocation models that include equities, ETFs, and mutual funds while conducting regular portfolio reviews.
Tamara D
Series 65
St. Louis, MO
Compass Wealth
Tamara Dickerson is a Series 65-licensed advisor at Compass Wealth with four years of industry experience. She has worked at Compass Retirement Group and Compass Retirement Solutions since 2020 and previously spent thirteen years at Hollywood Casino. Outside of advisory work, she is a licensed insurance agent affiliated with various carriers. Compass Retirement Group serves individual and high-net-worth clients with a focus on retirement investing and income replacement, offering discretionary investment management, financial planning, and estate-planning support through a licensed technology platform. The firm uses asset-allocation models and third-party managers to manage portfolios and conducts regular reviews as part of its investment management services.
Poonnasa C
CFP®, Series 66
St. Louis, MO
Compass Wealth
Poonnasa Corn is a CFP® and Series 66-licensed advisor with 11 years of industry experience. She has worked at Edward Jones for 11 years before joining Compass Retirement Group LLC in 2026. Compass Retirement Group, operating as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement, offering discretionary investment management, financial planning, and estate-planning support. The firm uses asset-allocation models and third-party managers to construct portfolios and conducts periodic reviews as part of its investment management approach.
Vincent B
Series 66
Topeka, KS
Compass Wealth
Vincent Buttaro II is a financial advisor at Compass Wealth with 12 years of industry experience. He holds the Series 66 designation. His prior experience includes roles at Edward Jones and various Cetera entities before joining Compass Retirement Group LLC. Compass Retirement Group, LLC serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models and third-party managers to manage portfolios on a discretionary basis.
Tracy S
Series 66
St. Louis, MO
Compass Wealth
Tracy Sullivan is a Series 66-licensed financial advisor with one year of experience at Compass Retirement Group. Prior to joining Compass, she worked at Edward Jones for eight years and spent four years at Mercy. Outside of her advisory work, she operates Small Batch Sanctuary LLC, a yoga instruction business, and is the owner of Discipleship Collaborative LLC, which involves book authorship, public speaking, and ministry-related activities. Compass Retirement Group serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, financial planning, and estate-planning support using technology-driven solutions and asset allocation models.
Airionne S
CFP®, Series 66
St. Louis, MO
Compass Wealth
Airionne Solanke is a CFP® professional with nine years of experience in financial advising. She has been with Compass Retirement Group LLC since 2017 and holds a Series 66 license. Outside of her advisory role, she is a licensed insurance agent. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models managed through the Orion platform and third-party managers.
Marvin M
Series 66
St. Louis, MO
Compass Wealth
Marvin Mitchell is a financial advisor at Compass Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked with Compass Retirement Group LLC since 2015 and Compass Retirement Solutions LLC since 2013. Outside of his advisory role, he is involved in life coaching through Path to Prosperity, LLC, and operates an insurance agency, Mitchell Retirement Group, LLC. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients focusing on retirement investing and income replacement. The firm provides discretionary investment management, integrated financial planning, and estate-planning support using asset-allocation models and third-party managers.
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