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 LLC is a team-based registered investment adviser managing about $682.5 million for roughly 367 clients through five advisors, providing services to individuals (including high‑net‑worth clients), pension and charitable plans. The firm offers discretionary portfolio management, standalone and integrated financial planning, and a flat‑fee advisory option intended for low‑turnover, fixed‑income–heavy accounts. Investment decisions are implemented under a written investment policy statement developed with each client and executed on a discretionary basis, with the firm relying primarily on fundamental research. Portfolios are typically built around large‑ and mid‑capitalization equities and diversified fixed‑income allocations, with ETFs and mutual funds used for asset allocation and periodic rebalancing to match client risk profiles from conservative to aggressive. Compass structures most asset‑based accounts so that transaction costs are borne by the manager rather than billed separately to clients, a wrap‑style arrangement noted in the brochure and less common among peer team firms. The brochure also discloses the firm’s use of client testimonials in advertising and describes relationships with custodians (Schwab and Pershing) that provide support services and economic benefits to the adviser, items the firm identifies as potential areas for client consideration.

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.