Kompass Financial Advisors, Inc.

Overview

Kompass Financial Advisors, Inc. is an independent, individual‑owned registered investment adviser that serves primarily individual and family clients. The firm combines portfolio management with insurance brokerage — the filing lists insurance broking as a business activity — and describes its advisory work as portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm charges fees based on a percentage of assets under management and other arrangements. Kompass identifies itself as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. The firm is not an active ESG investor according to its filing.

Assets & Accounts

Investments & Alternatives