COMPASS ADVISORS
SEC RegisteredBuilding wealth for individuals & businesses
About the firm
Compass Advisors collaborates with clients to create personalized financial strategies and solutions, offering unbiased and comprehensive advice reflecting decades of experience in investment management, retirement planning, and estate conservation. As a Fiduciary, the firm is committed to maintaining the highest levels of integrity and professionalism.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, estate protection, tax strategies, insurance solutions, education funding, business succession planning, executive compensation, employee benefits, 401K and pension administration, and institutional retirement plan governance and fiduciary oversight.
Who they serve
Accomplished individuals, successful businesses, families, business owners, and institutional plan sponsors, trustees, and organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 240 | $120M |
| High Net Worth Individuals | 121 | $300M |
| Charitable Organizations | 161 | $338M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COMPASS ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.