A complete list of active advisors currently associated with COMPASS Wealth Management, LLC

Warmer can help you find a great advisor at COMPASS Wealth Management, LLC or one who fits your needs even better.

Compass Wealth Management primarily serves high-net-worth individuals and also advises small business clients, generally requiring a household minimum around $500,000 with discretionary waivers. The firm provides integrated financial planning together with discretionary portfolio management, typically implemented through mutual funds and exchange-traded funds. Compass structures new relationships by developing a Financial Profile and an Investment Plan, then manages client portfolios on a discretionary basis using one of four asset-allocation models (growth, moderate, conservative, fixed) with periodic reviews. The firm evaluates funds and fixed income by factors such as past performance, fees, manager and ratings, and recommends Schwab Advisor Services for custody and institutional execution and support. The brochure discloses that Compass conducts educational seminars and workshops—often partnering with attorneys and other professionals—and offers seminar participants a complimentary initial consultation, a practice that is uncommon among peers. Its marketing approach also includes the use of client testimonials, and the firm explicitly provides financial planning as a bundled service with asset management rather than as a standalone offering.

To learn more about the advisors currently working at COMPASS Wealth Management, 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.

You can also browse COMPASS Wealth Management, LLC's office locations.

Name	Location	Years of experience
Robert Amato	Atlanta, GA	23
Lance Miller	Atlanta, GA	4

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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.

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