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.
Name |
Location |
Years of experience |
|---|---|---|
Atlanta, GA
| 23
| |
Atlanta, GA
| 4
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")