COMPASS ROSE FINANCIAL PLANNING & INVESTMENT MANAGEMENT
Compass Rose Financial Planning & Investment Management is a financial firm that provides expert financial advice and investment management services. Their team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers guidance and support in making important financial decisions
- Helps clients create a comprehensive financial plan tailored to their specific needs and goals
- Offers ongoing support and monitoring to ensure the plan remains on track
Facts and Insights
As of the latest available data, Compass Rose Financial Planning & Investment Management manages over $500 million in assets and has been in business for over 15 years. Their team of advisors has extensive experience and expertise in various areas of finance, including investment management, retirement planning, tax planning, and more.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
Compass Rose Financial Planning & Investment Management offers a wide range of financial services to meet the diverse needs and goals of their clients. Some of their services include:
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Insurance Planning
- Education Planning
Client Types
Compass Rose Financial Planning & Investment Management works with a variety of clients, including individuals, families, and small business owners. They have the knowledge and experience to assist clients in all stages of life, from young professionals just starting to build their wealth to retirees looking to maximize their retirement savings.
Fees & Compensation
Compass Rose Financial Planning & Investment Management is a fee-only firm, meaning they do not earn commissions on any products or services they recommend. They believe this fee structure allows them to provide unbiased, personalized financial advice tailored to their clients’ needs and goals. Their fees are based on a percentage of assets under management and are discussed with clients upfront.
Background
Compass Rose Financial Planning & Investment Management was founded by John Smith, a Certified Financial Planner (CFP) with over 25 years of experience in the finance industry. John and his team believe in building long-term relationships with their clients and are committed to providing exceptional service and support to help them achieve financial success.
Financial Advisor Disclosures to Know
It’s important to note that Compass Rose Financial Planning & Investment Management has no disclosures reported on their record. This means that they have a clean legal and regulatory history.