St Louis, MO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Compass Wealth
Team
Firm-wide stats for Compass Wealth
About
Compass Wealth serves individual and high‑net‑worth clients with discretionary investment management, financial planning, retirement-focused advice, and limited-scope consulting on matters such as estate, real estate, and business interests. The firm delivers ongoing portfolio supervision and coordinates planning with clients’ other advisors.
Its investment process centers on asset-allocation strategies using equities, ETFs and mutual funds, and the firm may allocate portions of portfolios to independent model managers through the AE Wealth Management platform; an options overlay is available as a complement to primary allocations. Financial planning is included in advisory engagements and the firm uses a Wealth.com estate‑planning portal to support document creation and review.
Compared with peers, Compass Wealth is notable for sponsoring a wrap fee program and for using testimonials, endorsements, and advertised third‑party ratings in its marketing — practices that are relatively uncommon for similarly sized team firms. The firm also operates an affiliated insurance agency that places annuities through IMOs (including AdvisorsExcel) and discloses related promoter arrangements and commission‑based incentives and how those conflicts are managed.
Based on Compass Wealth
Expertise
Based on Compass Wealth
Location
10326 Old Olive Street Road
St Louis MO 63141
Advisors at this office
6
Advisors at this office
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)