A complete list of active advisors currently associated with Compass Wealth

Warmer can help you find a great advisor at Compass Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Compass Wealth, 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 Wealth's office locations.