COMPASS FINANCIAL ADVISORS LLC

9933 Dupont Circle Drive West
Suite 100
Fort Wayne, Indiana 46825
Tel: 260-490-7878

About COMPASS FINANCIAL ADVISORS LLC

COMPASS FINANCIAL ADVISORS LLC, formally registered with the SEC as COMPASS FINANCIAL ADVISORS LLC. The firm was established in 11/30/1998. They have over 4 offices throughout the country.

COMPASS FINANCIAL ADVISORS LLC is a Fort Wayne, Indiana based Financial Planning firm with nearly $264,674,639 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109131
SEC#	801-56002
Assets Managed by Firm	$264,674,639
No. of Clients	750
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	750	$264,674,639
Individuals (other than high net worth individuals)	577	$60,512,779
High net worth individuals	153	$126,566,371
Pension and profit sharing plans	12	$29,196,201
Charitable organizations	6	$9,929,552
Corporations or other businesses	2	$937,988

More Retirement Planning firms in Fort Wayne, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Fort Wayne, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.