Financial Compass LLC

Overview

Financial Compass LLC is an independent, individually owned advisory firm organized as an LLC that provides planning and portfolio management for individuals, families and small businesses. The firm charges a mix of fee types — a percentage of assets under management, hourly fees and fixed fees — which suggests it serves both assets-based long-term relationships and discrete planning engagements. Advisory services listed include financial planning and discretionary portfolio management; the firm does not identify itself as a capital allocator and does not pursue active ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices