Advisor at Compass Private Wealth Group LLC
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.
Firm
Compass Private Wealth Group LLC
Location
Short Hills, NJ 07078
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
Manuel Ruiz is a CFP® professional with 14 years of industry experience, currently serving at Compass Private Wealth Group LLC since 2021. His prior work includes roles at Bank of America, Merrill Lynch, and J.P. Morgan Securities. He is also a licensed insurance professional. Compass Private Wealth Group provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and employer-sponsored plans. The firm employs a tailored, long-term investment approach using ETFs, stocks, and mutual funds, integrating financial planning with portfolio supervision.
Based on Compass Private Wealth Group LLC
Fixed engagement fees for financial planning based on expected hours to complete.
$0+: 2.00% annually +: 0.50% annually
Up to $300 per hour for financial planning services.
51 Jfk Parkway, 1 St Fl W, Suite 107
Short Hills, NJ 07078
New Jersey
Compass Private Wealth Group LLC
2021 - Present (5 years)
Bank of America, N.A.
2018 - 2021 (3 years)
Merrill
2018 - 2021 (3 years)
J.P. Morgan Securities
2014 - 2018 (4 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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