Compass Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$91,583,491
Total clients
421
0% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
140
Average account size
$217,538
About
Compass Financial Group provides investment advisory and financial planning services primarily to individual clients (excluding high net worth individuals) and to insurance companies, offering both discretionary and non‑discretionary portfolio management and referrals to third‑party money managers. Advisors at the firm are also licensed insurance agents and may offer insurance products in addition to advisory services.
The firm tailors advice to each client's objectives and typically implements strategies by allocating among asset classes and model portfolios developed by third‑party managers rather than performing in‑house quantitative analysis of individual securities. Commonly used instruments include money market funds, exchange‑traded funds, and structured products, and the firm generally favors long‑term purchase strategies and the use of third‑party models.
Distinctive features disclosed in the brochure include the firm’s licensed insurance agency affiliation, which creates commission‑based compensation for insurance sales and potential conflicts of interest—particularly in rollover recommendations and referrals to affiliated entities. The firm also offers access to a third‑party wrap‑fee program and manages roughly $91.6 million in client assets with a small advisor team while serving primarily non‑HNW individual clients.
Client services
Expertise
Fee options
$0+: .75% +: 1.00%
Insurance agents earn commissions for selling insurance products separate from advisory fees.
Hourly rate may apply for financial plan updates with client approval.
Account minimum: $1,000
Main office location
Compass Financial Group
16414 San Pedro Avenue, Suite 520
San Antonio TX 78232, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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