Financial Compass Investment Services, Inc logo

Financial Compass Investment Services, Inc

Updated today

Total assets under management

$0

Total clients

3,560

0% high-net worth

Total advisors

1

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

3,560

Average account size

$0

Client services

Financial planning Selection of other advisers

Fee options

Fixed

Negotiable fixed fee for financial planning services, maximum $2,500

Project-based

$200 per hour for financial planning services

Other

Account minimum: No minimum to open an account (however, third party money managers may impose minimums) Fee-only: Hourly fee of $200 per hour; Fixed fee up to a maximum of $2,500 for financial planning services

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Financial Compass Investment Services, Inc

Springfield TN, United States

Number of offices

1

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")