How does the advisor help clients – Key Takeaways:
Compton Wealth Advisory Group, LLC is a trusted financial advisor that helps clients achieve their financial goals. They offer personalized services and take a holistic approach to financial planning, considering each client’s unique financial situation and long-term objectives.
The following are key takeaways on how Compton Wealth Advisory Group, LLC helps their clients:
- Provides personalized financial planning services
- Offers a holistic approach to financial planning
- Considers each client’s unique financial situation and long-term objectives
- Fosters a collaborative relationship with clients
Facts and Insights
Founded in 2005, Compton Wealth Advisory Group, LLC has been in business for over 15 years. As of the end of 2020, the firm has over $500 million in assets under management and a team of 10 dedicated advisors. Compton Wealth Advisory Group, LLC is registered with the Securities and Exchange Commission (SEC) and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
Compton Wealth Advisory Group, LLC offers a wide range of financial services to help clients achieve their long-term financial goals. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
Compton Wealth Advisory Group, LLC serves a diverse group of clients, including individuals, families, and businesses. They are committed to providing personalized financial planning services tailored to each client’s unique needs and goals.
Fees & Compensation
Compton Wealth Advisory Group, LLC operates on a fee-based structure, which means their compensation is based on a percentage of the client’s assets under management. This aligns the firm’s interests with their clients and ensures that they are working towards the same objective of growing their clients’ assets. The firm is transparent about their fees and provides a clear breakdown of all costs to their clients.
Background
The team at Compton Wealth Advisory Group, LLC is comprised of experienced and knowledgeable advisors who are dedicated to providing their clients with the best financial advice and services. They have a deep understanding of the ever-changing financial landscape and are committed to staying updated with the latest trends and strategies to help their clients achieve their goals.
Financial Advisor Disclosures to Know
Compton Wealth Advisory Group, LLC has a clean record with the SEC and has not faced any disciplinary actions or regulatory sanctions. They prioritize transparency and always act in the best interest of their clients, adhering to strict ethical standards.