Compass Financial Advisors

Retirement Planning Firm in Porter County, IN

Firm Info
Address: 2803 Boilermaker Ct, Valparaiso, IN 46383, USA
Phone: (219) 476-7100

Firm Size
Assets Under Management: $233.9 million
# of Advisors: 6
# of Clients: 692
Client to Advisor Ratio: 115:1
Average Account Size: $337,943
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Compass Financial Advisors LLC Overview

Compass Financial Advisors LLC is a registered investment advisory firm that has been in business since 1998. The firm is headquartered in Fort Wayne, IN, and offers fee-only financial planning services. As an investment advice-only firm, Compass Financial Advisors LLC has a keen focus on providing tailor-made investment advice to individual and small business clients, as well as businesses or institutional clients. The firm's portfolio management services help clients achieve their long-term financial goals. They offer diversified investment portfolios that are customized to each client's unique risk tolerance and investment objectives. In addition, Compass Financial Advisors LLC also offers pension consulting services to help businesses maximize the tax benefits and investment returns for their pension plans. Compass Financial Advisors LLC is committed to helping clients achieve their financial goals and navigate the complexities of the investment landscape. Their selection of other advisors ensures clients have access to a wide range of investment professionals with various specialties. With a team of experienced professionals, Compass Financial Advisors LLC is the ideal financial partner for achieving long-term financial success.

Compass Financial Advisors LLC caters to a wide range of clientele, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other types of corporations that aren't listed. This diverse range of clients showcases the firm's ability to provide sound and effective financial advice to entities in various industries and backgrounds. Compass Financial Advisors LLC offers flexible fee structures to accommodate different financial needs and situations. The firm provides services based on the following fee structures: percentage of assets under management (AUM), hourly, and fixed fees. The percentage of AUM fee structure is a popular choice for clients who want to delegate the management of their assets to the firm; this fee is calculated based on the percentage of the total assets managed by the firm. Hourly billing is suitable for clients who need specific financial advice or services; this fee is calculated based on the number of hours spent by the advisor to provide the service. Finally, the fixed fee structure is ideal for clients who require a specific financial service or analysis; this fee is usually pre-determined at the onset of the engagement. In summary, Compass Financial Advisors LLC provides various fee structures, ensuring accessibility and flexibility to clients with different financial needs.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Compass Financial Advisors LLC does not mention an investment minimum.

How This Office Can Help Porter County, IN Residents

Financial Plans & Strategies is an important resource for those facing financial issues in Johnson County, IN. Whether it's planning for retirement, managing debt, or investing in a new home, their expert advisors provide customized solutions to meet individual needs. For clients with mounting debt and expenses, they offer debt settlement options that can help to lower monthly payments and consolidate outstanding debts. For those looking to plan for their financial future, they offer retirement planning services that can help secure a comfortable retirement. Moreover, Financial Plans & Strategies also assists clients in Johnson County, IN with investment planning. With the local economy constantly growing, it's important to stay on top of investment opportunities and make informed decisions. Their team of experienced financial advisors can help with portfolio management, recommending investment opportunities aligned with the client's financial goals. Whether someone is planning to invest in a long-term strategy or short-term opportunity, their advisors can help make the right decision to maximize ROI. Overall, Financial Plans & Strategies is an invaluable resource for those looking to secure their financial future in Johnson County, IN.

To view the Minimum Investment and Fee Schedule for Compass Financial Advisors LLC, visit their Part 2 Brochure.

Services Offered by Compass Financial Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Compass Financial Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2803 Boilermaker Ct, Valparaiso, IN 46383, USA
Phone (219) 476-7100
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 9933 DUPONT CIRCLE DRIVE WEST, SUITE 100, FORT WAYNE, IN 46825, United States

This firm has no other locations.

State Registrations

Compass Financial Advisors LLC is registered to service clients in the following states:

  • Florida
  • Illinois
  • Indiana
  • Iowa
  • Kentucky
  • Michigan
  • Minnesota
  • New Hampshire
  • Ohio
  • Texas

Disciplinary History

Compass Financial Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs