Compass Financial Group, Inc

Compass Financial Group, Inc. (CFG) is a registered investment adviser based in Sioux Falls, SD, specializing in comprehensive portfolio management and referrals to third-party money managers. Established in 2011, CFG is owned by John Haller (34%), Jesse Haller (33%), and Jasen Haller (33%). The firm manages $995 million in assets as of April 2024. CFG offers tailored investment advice through services like comprehensive portfolio management and referrals to third-party money managers. Clients can expect personalized investment approaches, including asset management and financial planning, with a focus on meeting financial goals. CFG charges fees based on assets under management, negotiable within a maximum of 1.5%. The firm may receive compensation from third-party money managers when clients open managed accounts. CFG operates as a fiduciary, acting in the best interests of clients. Clients have the option to provide discretionary authority for managing their accounts, with a signed agreement required. The firm follows strict ethical standards, including a Code of Ethics, to ensure fair and transparent practices. Clients receive regular account reviews and reports, with a focus on maintaining alignment with investment objectives. CFG discloses potential conflicts of interest, ensuring transparency and client trust.