Advisor at Kompass Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hamlet, NE
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Joshua Taylor is a CFP® professional with 33 years of industry experience. He is the principal advisor at Kompass Financial Advisors, Inc., an independent firm he has been with since 2004. Taylor also has long-term affiliations with Geneos Wealth Management and Blythe Lane. Outside of his advisory roles, he is involved in insurance sales and legal-related services, including notary work and prepaid legal services. Kompass Financial Advisors manages approximately $8.8 million for about 21 clients, serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm primarily uses SEI mutual fund model portfolios and third-party managers to provide discretionary asset management and retirement plan services.
Based on Kompass Financial Advisors, Inc.
Based on Kompass Financial Advisors, Inc.
Client Directed Accounts (CDA) with Gradient Investments, LLC charge a flat fee of $300.
$0 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000 - $2,499,999: 0.75% $2,500,000 - $5,000,000: 0.65% Over $5,000,000+: 0.50%
Kompass earns commissions for selling insurance products separate from advisory fees.
Account minimum: No minimum to open or maintain an account; however, third party advisers may impose minimums disclosed in their brochures. Specific minimums noted for certain third party managers: $50,000 minimum account size and $250,000 minimum annual account charge for R.T. Jones Capital Equities Management, Inc. Minimum fee: Minimum annual account charge of $250,000 for R.T. Jones Capital Equities Management, Inc.
Hamlet, NE
Colorado · Kansas · Nebraska · Texas
Kompass Financial Advisors, Inc.
2004 - Present (22 years)
Geneos Wealth Management
2003 - Present (23 years)
Blythe Lane
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
