INCOMPASS FINANCIAL PARTNERS, LLC

RIASEC RegisteredEst. 2022

Total AUM

$192M

Discretionary

$192M

100% of AUM

Avg account

$222K

Accounts

867

Employees

Advisory reps

Firm details

Headquarters: ALPHARETTA, Georgia
CRD number: 318227
Registered since: January 18, 2022
Website: www.incompassfp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.54%
Individuals31.46%
Pension & Profit Sharing Plans1.38%
Charitable Organizations0.53%
Corporations / Businesses0.1%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Incompass Financial Partners, LLC is an independent registered investment adviser that focuses on fee-based wealth management for individuals, families and select institutional clients. The firm runs a discretionary portfolio practice, combining financial planning with active portfolio management and the selection of outside advisers when appropriate. Its advisory services also include educational seminars and workshops aimed at client education and engagement. Investment-wise, Incompass tilts toward public funds and mutual funds as the backbone of client portfolios, supplemented by separately managed account strategies. The firm is not positioned as an ESG-focused manager. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements, which allows for flexibility across higher-net-worth relationships and smaller planning clients.