INCOMPASS FINANCIAL PARTNERS, LLC

4994 Lower Roswell Road
Suite 4
Marietta, Georgia 30068
Tel: 770-971-9141

About INCOMPASS FINANCIAL PARTNERS, LLC

INCOMPASS FINANCIAL PARTNERS, LLC, formally registered with the SEC as INCOMPASS FINANCIAL PARTNERS, LLC. The firm was established in 01/18/2022. They have over 1 offices throughout the country.

INCOMPASS FINANCIAL PARTNERS, LLC is a Marietta, Georgia based Financial Planning firm with nearly $164,172,439 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318227
SEC#	801-123067
Assets Managed by Firm	$164,172,439
No. of Clients	839
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	839	$164,172,439
Individuals (other than high net worth individuals)	260	$65,793,360
High net worth individuals	59	$95,765,655
Pension and profit sharing plans	6	$1,854,881
Charitable organizations	5	$625,681
Corporations or other businesses	Fewer than 5 clients	$132,862

More Retirement Planning firms in Marietta, Georgia:

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TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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