Compass Advisory Partners LLC
Firm details
- Headquarters
- Cookeville, Tennessee
- CRD number
- 119377
- Registered since
- April 15, 2015
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Compass Advisory Partners LLC is a Tennessee-based limited liability company that provides financial planning services on an hourly-fee basis. The firm is owner-operated and appears to focus on individualized planning rather than institutional mandates. It does not self-identify as an ESG investor, does not advertise multi-state advisory coverage, and is not described as a pension consultant or a capital allocator. Registered at the state level in Tennessee, the firm reports standard advisory activities centered on financial planning.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Travis Giffey
Registered Principal & Financial AdvisorCRD 5078459

David Stites
Financial AdvisorCRD 6432834
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cookeville, TN
Putnam
Location
Cookeville, TN
Headquartered in Cookeville, TN, in the South of the United States.
- Region
- South
- County
- Putnam
- Address
- 480 One Eleven Pl
- Time zone
- CT (UTC-6)
- Office locations
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