Incompass Financial Partners, LLC

Incompass Financial Partners, LLC is a Registered Investment Adviser based in Marietta, Georgia, established in January 2022. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies among various investment products. Clients may impose restrictions on investing in certain securities. The firm provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. Incompass Financial Partners offers discretionary and non-discretionary investment advisory services to individuals and high net worth individuals through managed account programs. The firm may recommend Turnkey Asset Management Programs, third-party money managers, or provide advisor-directed asset management. Fees for asset management services range up to 1.75% annually and are charged quarterly in advance. Clients may terminate services without penalty within five days of signing. The firm does not charge performance-based fees or participate in side-by-side management. Investment strategies include asset allocation, dollar-cost averaging, technical analysis, and long-term purchases. Clients are responsible for voting on proxies and may receive advice from the firm. Incompass Financial Partners does not vote proxies on behalf of clients. The firm does not have physical custody of client funds and securities but may have limited custody for fee deduction purposes. Clients receive account statements from the custodian quarterly. The firm may exercise investment discretion upon client authorization.