Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$111,859,803
Total clients
766
1% high-net worth
Total advisors
7
of 9 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
109
Average account size
$146,031
Compass Retirement Group LLC serves individual and high‑net‑worth clients with discretionary investment management, integrated financial planning, and consulting for specific needs. Financial planning is included as part of the advisory relationship, and the firm also advises on held‑away accounts, annuities, insurance products, and estate‑planning matters.
The firm builds client profiles based on objectives, time horizon and risk tolerance and primarily allocates among equities, ETFs, cash and mutual funds, implementing strategies through third‑party model managers on the Orion platform. CRS exercises discretionary trading authority for managed accounts, reviews model managers at least quarterly, and coordinates with clients’ other advisors (CPAs, estate attorneys, insurance brokers) as part of its process.
Compared with many peers, CRS is the sponsor and manager of a wrap fee program and discloses the use of endorsements, testimonials and advertised third‑party ratings in its marketing materials—features the brochure identifies as uncommon for similar team firms. The brochure also highlights the firm’s use of a Wealth.com estate‑planning platform and discloses that some representatives sell insurance through an affiliated agency, which the firm notes as a potential conflict of interest.
0.65% to 1.50% annually (negotiable on a client-by-client basis)
Insurance commissions and trails earned by some IARs from affiliated insurance agency products; these are separate from advisory fees.
Account minimum: $250,000 (can be waived at the firm's discretion) Fee-only: Investment management all-in fee ranging from 0.65% to 1.50% annually, includes financial planning services at no additional fee.
Compass Retirement Group LLC
10326 Old Olive Street Road
St. Louis MO 63141, United States
Number of offices
2
California · Florida · Georgia · Illinois · Missouri · North Carolina · Texas
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.
Series 66
St. Louis, MO
Compass Retirement Group LLC
Series 65
St. Louis, MO
Compass Retirement Group LLC
CFP®, Series 66
St. Louis, MO
Compass Retirement Group LLC
Series 66
St. Louis, MO
Compass Retirement Group LLC
CFP®, Series 66
St. Louis, MO
Compass Retirement Group LLC
Series 66
St. Louis, MO
Compass Retirement Group LLC
Series 66
St. Louis, MO
Compass Retirement Group LLC
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