A complete list of active advisors currently associated with Compass Rose Financial Planning & Investment Management

Warmer can help you find a great advisor at Compass Rose Financial Planning & Investment Management or one who fits your needs even better.

Compass Rose Financial Planning & Investment Management is a fee-only advisory firm that provides integrated financial planning and asset allocation and portfolio monitoring services for individual households and families. The firm reports approximately $155.5 million of non-discretionary client assets under monitoring as of December 31, 2024. The firm uses MoneyGuidePro for financial planning, applies Modern Portfolio Theory for portfolio construction, and relies on Morningstar research and low‑expense considerations when selecting mutual funds and ETFs; advisers present an Investment Policy Statement and implement changes only with client approval. Portfolios are generally managed on a long‑term basis, reviewed at least semi‑annually, and rebalanced or adjusted following client consultations to address tax and risk‑tolerance considerations. Compared with many investment-manager peers that run pooled or institutional discretionary mandates, Compass Rose operates as a small, single‑adviser, fee‑only practice focused on combining planning with non‑discretionary monitoring and does not charge performance‑based fees or vote client securities. The firm recommends Schwab as its primary custodian and receives institutional support services from Schwab—an operational resource the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Compass Rose Financial Planning & Investment Management, 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.

Name	Location	Years of experience
Robert Machado	Palm Springs, CA	12

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support