Incompass Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$188,186,771
Clients
325
Advisors
4
of 6 employees
About
Incompass Financial Partners, LLC is an SEC‑registered investment adviser founded in January 2022 that provides discretionary asset management and financial planning to individuals and high‑net‑worth individuals. The firm reports approximately $192 million in discretionary assets under management, operates with three advisors, and states it does not impose an account minimum.
Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and may incorporate asset‑allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies. Clients can grant discretionary authority (the firm currently reports only discretionary AUM), receive at least quarterly account reviews, and be managed through internal portfolios, TAMP relationships, or third‑party money managers accessed via Schwab’s Marketplace.
The brochure discloses the firm’s participation in paid third‑party marketing and referral channels, including the SmartVestor Pro program (Ramsey Solutions) and an online lead‑matching service, and notes that certain representatives are separately licensed as broker‑dealer registered representatives and insurance agents, which the firm identifies as a potential conflict of interest. The ADV also explicitly addresses emerging issues such as cryptocurrency and artificial‑intelligence risks among service providers and states fixed financial‑planning fees generally ranging from $1,000 to $5,000, items that are presented with greater specificity than is typical for many peers.
Client services
Expertise
Fee options
Financial planning fixed fees from $1,000 to $5,000 depending on complexity and negotiation
up to 1.75% annually
Fee-only: Fixed fees range from $1,000 to $5,000 for financial planning services, generally one-time fees, charged in advance
Main office
1602 Abbey Court
Alpharetta GA 30004
Advisors at this office
4
Most active in
Alabama · Florida · Georgia · Nebraska · North Carolina · South Carolina · Tennessee · Texas
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.
Quick links
Advisors at this firm
Karen V
Series 63, Series 65
Alpharetta, GA
Incompass Financial Partners, LLC
Karen Vining is a financial advisor at Incompass Financial Partners, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Triad Advisors, Inc., Wealth & Pension Services Group, Inc., and Vining Financial. Incompass Financial Partners, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm customizes investment advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation and dollar-cost averaging.
Lucy S
Series 66
Alpharetta, GA
Incompass Financial Partners, LLC
Lucy Scott is a financial advisor with Incompass Financial Partners, LLC, holding a Series 66 designation and over 25 years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Vining Financial Services. Scott is also a notary public in Cobb County, GA. Incompass Financial Partners provides investment advisory and financial planning services to individuals and high-net-worth clients, offering discretionary and non-discretionary portfolio management alongside consulting on risk assessment, estate planning, and financial organization. The firm employs tailored strategies based on client objectives and risk tolerance, utilizing a combination of in-house management, Turnkey Asset Management Programs, and third-party managers.
Suzanne D
Series 63, Series 65, Series 66
Alpharetta, GA
Incompass Financial Partners, LLC
Suzanne Doyle is a financial advisor at Incompass Financial Partners, LLC with 9 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her previous experience includes roles at UBS Financial Services and Great Lakes Advisors, LLC. Outside of finance, she was affiliated with St Peter Chanel Catholic Church from 2022 to 2024. Incompass Financial Partners, LLC provides discretionary asset management and financial planning to individuals and high-net-worth clients, managing approximately $192 million in assets. The firm tailors investment advice to clients’ objectives and risk tolerance, utilizing various strategies and offering quarterly account reviews.
Trevor Y
CFP®, Series 66
Alpharetta, GA
Incompass Financial Partners, LLC
Trevor Yochum is a CFP® with 12 years of industry experience, currently serving as a managing principal and investment advisor representative at Incompass Financial Partners, LLC. His career includes prior roles at Triad Advisors and OSAIC. Incompass Financial Partners, LLC is an SEC-registered investment adviser providing discretionary asset management and financial planning to individuals and high-net-worth clients. The firm manages approximately $192 million in discretionary assets with a tailored investment approach that incorporates various strategies and offers at least quarterly account reviews.
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