A complete list of active advisors currently associated with Financial Compass LLC

Warmer can help you find a great advisor at Financial Compass LLC or one who fits your needs even better.

Financial Compass provides personalized, comprehensive financial planning and investment management to individuals, trusts, estates and small businesses. The firm operates on a fee-only basis and offers services that include financial goal setting, cash‑flow and tax planning, insurance and estate recommendations, education and retirement planning, and implementation assistance. The firm’s investment approach emphasizes long-term, diversified portfolios constructed with low‑cost mutual funds and ETFs, attention to tax efficiency, and periodic rebalancing (the brochure notes rebalancing when allocations deviate by about 20%). Financial planning is offered as a fixed‑fee engagement with online plan access and a short retainer window for follow‑up, while ongoing advice is available through discretionary asset management or limited hourly engagements. Noteworthy features for a small, solo adviser include the integration of a branded service targeting millennial and Gen Z clients (milz fp), and oversight of approximately $89 million in discretionary assets as of year‑end 2025. The firm does not vote client securities (custodians or transfer agents distribute proxies) and may require minimum investable assets for full‑service management, practices clients should consider when assessing operational procedures.

To learn more about the advisors currently working at Financial Compass 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.