Compass Financial Advisors LLC

Compass Financial Advisors, LLC is an investment adviser registered with the SEC since November 1998. The firm offers investment management and counseling services to various clients, including individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Compass Representatives carefully assess clients' financial objectives and circumstances to provide tailored advisory services. The firm offers Fundamental Planning Services, which involve evaluating financial needs, drafting written financial plans, and assisting with plan implementation. Asset Allocation and Portfolio Supervision Services are also available, including investment analysis, allocation recommendations, and ongoing monitoring. Compass may recommend third-party managers for asset allocation and investment selection. The firm does not charge performance-based fees and discloses its fee structure clearly. Fees for services are based on a percentage of assets under management and may be negotiable. Compass does not engage in directed brokerage and has a detailed Code of Ethics to ensure fair practices. The firm does not have any disciplinary information to report and maintains transparency in its financial operations. Clients receive regular account statements and reports directly from the custodian. Overall, Compass Financial Advisors, LLC emphasizes personalized service, thorough investment analysis, and adherence to regulatory standards.