A complete list of active advisors currently associated with Compass Retirement Group LLC

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

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.

To learn more about the advisors currently working at Compass Retirement Group 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.