Compass Financial Management LLC

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Total assets under management

$518,984,611

Total clients

1,310

8% high-net worth

Total advisors

of 28 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$396,171

Client services

Financial planning Portfolio management Pension consulting

Fee options

Percentage

$0 - $1,000,000: 1.95% $1,000,000 - $3,000,000: 1.75% $3,000,000 - $5,000,000: 1.50% $5,000,000+: 1.00%

Project-based

Hourly advisory fees generally between $300-$500 per hour

Other

Account minimum: $250,000 Minimum fee: Minimum annual investment advisory fee of $1,200 Fee-only: Hourly advisory fees generally between $300-$500 per hour

Disclosures

Business activities & affiliations

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.

Main office location

Compass Financial Management LLC

2422 W. Sunset Drive

Tampa FL 33629, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 813-831-5168

Advisors at this firm

Robert Z

CFP®, Series 63, Series 66

Montgomery, TX

Compass Financial Management LLC

Joshua M

ChFC®, Series 63, Series 65

Tampa, FL

Compass Financial Management LLC

Wendell S

Series 63

Windham, NH

Compass Financial Management LLC

Joseph D

Series 63, Series 65

Treasure Island, FL

Compass Financial Management LLC

Peter A

Series 63, Series 65

Oxford, CT

Compass Financial Management LLC

John D

Series 63, Series 65

Sarasota, FL

Compass Financial Management LLC

Jeffrey B

Series 63, Series 65

Richmond, VA

Compass Financial Management LLC

Geoffrey G

Series 63, Series 65

Darien, CT

Compass Financial Management LLC

Bradley A

Series 63, Series 65

Phoenix, AZ

Compass Financial Management LLC

Cooper C

Series 65

Knoxville, TN

Compass Financial Management LLC

Nathan W

Series 63, Series 65

Bellvue, CO

Compass Financial Management LLC

Justin K

Series 66

St. Petersburg, FL

Compass Financial Management LLC

Austin L

Series 65

Placida, FL

Compass Financial Management LLC

Mark F

CFP®, Series 63

Oak Brook, IL

Compass Financial Management LLC

Frederick M

Series 63

Allen, TX

Compass Financial Management LLC

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