COMPASS ION ADVISORS, LLC
SEC RegisteredLive freely
About the firm
Compass Ion Advisors, LLC was founded on the belief that clients' interests should be first. They remain neutral in finding the right selection of investments for clients, offering customized financial plans tailored to individual needs rather than one-size-fits-all solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized financial planning for individuals and families, wealth building, retirement planning, entrepreneurial financial support, and retirement plan consulting for business owners, using cutting edge technology to create solutions tailored to complex financial needs.
Who they serve
Individuals, families, lifelong workers, entrepreneurs, business owners, and startups seeking financial planning, wealth building, retirement planning, and retirement plan consulting.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 844 | $310M |
| High Net Worth Individuals | 333 | $1.1B |
| Charitable Organizations | 27 | $134M |
11 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 ION ADVISORS, LLC 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.
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