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

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

North Compass Financial Advisors, LLC advises individuals, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations, providing discretionary portfolio management and pension consulting services. The firm reports approximately $146 million in assets under management, two advisors, and about 308 client relationships. The firm typically implements client strategies by allocating primarily to mutual funds and ETFs across its asset-allocation programs (ranging from very conservative to aggressive) and favors long-term purchases with ongoing monitoring and periodic reviews. It generally recommends Fidelity as custodian, offers discretionary management, and provides client reporting through an online platform that can display assets the firm does not manage. Compared with many peers, the firm also operates as a licensed insurance agency and discloses that certain representatives may recommend insurance products for commission, with those commissions paid separately from advisory fees — a conflict of interest the brochure highlights. The firm also notes the potential for commission-based compensation in some transactions, which is relatively uncommon among similar supported advisors.

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