Compass Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Compass Wealth Management, LLC
Overview
Compass Wealth Management, LLC operates as an advisory firm based in Atlanta, Georgia. Compass Wealth Management, LLC oversees $192.4 million in assets throughout 702 accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). The firm has a small group, including 2 financial advisors. Compass Wealth Management, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, equities and bonds.
Compass Wealth Management, LLC manages all of its accounts in a discretionary manner. Discretionary management signifies that transaction judgments for the client's account are made by a portfolio manager without requiring the customer's approval. The firm administers roughly $274,121 for each client account. The average advisor at Compass Wealth Management, LLC oversees about 351 client accounts.
Compass Wealth Management, LLC's main office is located at 3340 Peachtree Rd Ne, Atlanta, Georgia 30326. The firm is legally permitted to provide services to investors across 4 states, including Florida, Georgia, Louisiana and South Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Compass Wealth Management, LLC by the Numbers

$192.4 million

4

702

$274.1 thousand
Products and Services
Compass Wealth Management, LLC offers a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses and educational seminars. In the prior financial year, the firm provided financial planning services to 101-250 of its customers. It is not involved in selling products or offering services aside from investment advice to its investment advisory accounts.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically are based on which service is provided. However, fees billed by the firm typically consist of the following fee structure: asset-based. Compass Wealth Management, LLC does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors, high net worth investors and pension plans. Out of its 702 customers, Compass Wealth Management, LLC's biggest client by number of accounts is retail investors, but it also caters to 66 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 42.58%
- Other Individuals - 55.48%
- Corporations - 1.94%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Compass Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Compass Wealth Management, LLC
Atlanta, GA
Atlanta, GA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.