William
Webb

Compass Advisory Partners LLC

CRD#4870636
Investment Advisor
in Cookeville, TN

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About this Advisor

William Webb is a financial advisor who works out of Cookeville, Tennessee who has 8 years of industry experience. Webb is an advisor for Compass Advisory Partners LLC. The advisor has gained experience at Compass Efficient Model Portfolios, LLC, Cemp Securities Corporation, Fsc Securities Corp, Compass Advisory Partners LLC, Lion Street Financial and Csenge Advisory Group, LLC. Webb maintains Series 66 and Series 63 licenses, which qualify them as a securities agent, and is approved to advise clients in Tennessee. Compass Advisory Partners LLC is an advisory company that has its headquarters in Cookeville, TN. The investment advisory business has offices in four locations and a total of 15 financial advisors. It manages $306 million in total assets among its 1,634 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 1,634 accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets. Compass Advisory Partners LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. Fees charged by Compass Advisory Partners LLC likely include asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

480 One Eleven Place
Cookeville, TN 38056

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Compass Advisory Partners LLC Brokerage Details

Total Assets Under Management

$305,811,500

TN Average: $730,596,643
Total Number of Employees

15

TN Average: 15
Total Number of Accounts

1,634

TN Average: 968
Average Account Size

$187,155

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

William Webb Work History

William has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Lion Street Financial

2022 - Present (2 years)

Csenge Advisory Group, LLC

2015 - Present (9 years)

Compass Advisory Partners LLC

2015 - 2022 (7 years)

Fsc Securities Corp

2014 - 2015 (1 year)

Cemp Securities Corporation

2009 - 2015 (6 years)

Compass Efficient Model Portfolios, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Webb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Compass Advisory Partners LLC

Pamela Fitzpatrick
Cookeville, TN
Jeremy Corley
Clarksville, TN
William Webb
Cookeville, TN
John Kent
Clarksville, TN
Travis Giffey
Cookeville, TN
David Stites
Cookeville, TN
Chris Wakefield
Cookeville, TN
Stephanie Ballard
Cookeville, TN

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.

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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.

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