Advisor at Financial Compass LLC
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Firm
Financial Compass LLC
Location
Haddonfield, NJ 08033
Credentials
CFP®, ChFC®
Industry experience
16 years
Julie Mcnulty is a CFP® and ChFC® with 16 years of experience in financial advising. She has been with Financial Compass LLC, an independent firm based in Haddonfield, NJ, since 2009. Financial Compass LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm manages approximately $66 million in client assets and offers a specialized service called milz fp focused on millennial and Gen Z clients, emphasizing long-term, diversified portfolios with low-cost, tax-efficient mutual funds and ETFs.
Based on Financial Compass LLC
Based on Financial Compass LLC
Fixed fee for comprehensive financial planning typically ranging from $3,000 to $4,000+
$0 - $1,000,000: 0.25% $1,000,001 - $3,000,000: 0.20% $3,000,001+: 0.075%
$350/hour for limited scope arrangements and follow-up planning
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 Fee-only: Fee-only practice; no commissions or finder’s fees accepted
34 Tanner Street, Suite 3
Haddonfield, NJ 08033
New Jersey · Pennsylvania
Compass Financial Advisors/ Financial Compass
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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