COMPASS Wealth Management, LLC

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Client assets under management

$305,549,990

Clients

168

49% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,818,750

About

Compass Wealth Management primarily serves high-net-worth individuals and also advises small business clients, generally requiring a household minimum around $500,000 with discretionary waivers. The firm provides integrated financial planning together with discretionary portfolio management, typically implemented through mutual funds and exchange-traded funds.

Compass structures new relationships by developing a Financial Profile and an Investment Plan, then manages client portfolios on a discretionary basis using one of four asset-allocation models (growth, moderate, conservative, fixed) with periodic reviews. The firm evaluates funds and fixed income by factors such as past performance, fees, manager and ratings, and recommends Schwab Advisor Services for custody and institutional execution and support.

The brochure discloses that Compass conducts educational seminars and workshops—often partnering with attorneys and other professionals—and offers seminar participants a complimentary initial consultation, a practice that is uncommon among peers. Its marketing approach also includes the use of client testimonials, and the firm explicitly provides financial planning as a bundled service with asset management rather than as a standalone offering.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Other

Account minimum: $500,000

Main office location

COMPASS Wealth Management, LLC

115 Perimeter Center Pl, Suite 870

Atlanta GA 30346, United States

Number of offices

Most active in

Florida · Georgia · Louisiana · South Carolina

Disclosures

Business activities & affiliations

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.

Forms ADV

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

Quick links

LinkedIn Facebook X Instagram YouTube Website 678-619-2364

Advisors at this firm

Robert A

CFP®, Series 63, Series 66

Atlanta, GA

COMPASS Wealth Management, LLC

Robert Amato is a CFP® with 23 years of industry experience, currently serving as an advisor at COMPASS Wealth Management, LLC in Atlanta, GA. He has been with Compass Wealth Management and Triad Advisors Inc. since 2011. COMPASS Wealth Management primarily serves high-net-worth individuals and small businesses, providing discretionary portfolio management combined with financial planning. The firm develops tailored Financial Profiles and Investment Plans for clients, conducts in-person reviews, and manages accounts across multiple asset-allocation models with quarterly adjustments based on market outlook and client needs.

General retirement planning Cash flow / budgeting

Lance M

CFP®, Series 66

Atlanta, GA

COMPASS Wealth Management, LLC

Lance Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at COMPASS Wealth Management, LLC since 2020. Prior to joining Compass, he worked at Edward Jones from 2016 to 2020 and held roles at Emmanuel College from 2013 to 2016. COMPASS Wealth Management primarily serves high-net-worth individuals and small businesses, providing discretionary portfolio management combined with financial planning. The firm develops tailored Financial Profiles and Investment Plans through in-person client reviews and manages portfolios across multiple asset-allocation models with regular quarterly assessments.

General retirement planning Cash flow / budgeting

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