Financial Compass Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Compass Corporation provides investment management, financial planning, and consulting to individual clients and manages roughly $35 million across about 61 accounts, typically delivering portfolio management on a discretionary basis. The firm generally uses asset‑based management arrangements and works with clients to gather suitability information — objectives, risk tolerance, and time horizon — before developing tailored portfolios.
The firm follows a long‑term investment philosophy and constructs portfolios that emphasize mutual funds and ETFs across strategies ranging from conservative to aggressive, drawing on methods such as modern portfolio theory as well as fundamental and technical analysis. Financial Compass also reviews and, when appropriate, rebalances held‑away defined‑contribution participant accounts via a third‑party connection platform the firm does not affiliate with or receive compensation from.
What is distinctive about Financial Compass is its client mix: it does not serve high‑net‑worth individuals, a difference from many peer supported firms, indicating a focus on mass‑affluent or non‑HNW investors. The firm uses Schwab’s institutional platform and receives related research and practice‑management services through that relationship, while custodial responsibilities and proxy voting remain with clients and their custodians.
Client services
Expertise
Fee options
$1,200 - $15,000 for financial planning; $300 - $500 per month for ongoing consulting services
$250,000 - $499,999: 1.75% $500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $4,999,999: 1.05% $5,000,000+: 0.95%
$300 - $500 per hour
$300 - $500 per month for ongoing consulting services
Account minimum: $250,000
Main office
7510 Market Place Drive
Eden Prairie MN 55344
Advisors at this office
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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