FINANCIAL COMPASS CORPORATION

Overview

Financial Compass Corporation is an independent registered investment adviser owned by an individual and focused on serving individuals and families. Its advisory model centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures. Filings indicate the firm is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives