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Compass Wealth Management logo — An independent, Fee-Only, Wealth Management and Investment A...

Compass Wealth Management

An independent, Fee-Only, Wealth Management and Investment Advisory firm based in Atlanta.

Founded 2011 United States Atlanta, United States 6 employees

General Information

Company Name Compass Wealth Management
Founded Year 2011
Location United States Atlanta, United States +1
Employees 6
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About Compass Wealth Management

Compass Wealth Management is an independent, Fee-Only, Wealth Management and Investment Advisory firm based in Atlanta. With over $260 million in assets under management, we help our clients realize their financial goals. Disclaimer: This page is a publication of Compass Wealth Management, LLC. The firm is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Compass Wealth Management, LLC does not offer legal, accounting or tax advice. Advice provided is given only within the context of our contractual agreement with the client. The information and opinions contained on this page have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. Clicking the “Like” button is not a testimonial for or endorsement of Compass Wealth Management, LLC or any of its Investment Adviser Representatives. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, as they are prohibited by securities regulators. This page may post links to information contained on a third-party website. Compass Wealth Management, LLC does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. We cannot be held responsible for information, services or products found on websites linked to our page. Should any client have questions or concerns regarding this disclaimer, please contact our office directly.

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Compass Wealth Management Alternatives & Competitors

Compass Wealth Management vs
Wiser Wealth Management, Inc.
Wiser Wealth Management, Inc. United States

Guiding clients to financial freedom with comprehensive financial planning and wealth management ser...

14 employees
Compass Wealth Management vs
Rockline Wealth Management, LLC
Rockline Wealth Management, LLC United States

Wealth Advice Made Simple.

10 employees
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Compass Wealth Management vs
Cranbrook Wealth Management
Cranbrook Wealth Management United States

Taking a lifetime perspective to clients' complex financial situations.

8 employees
Finance, Financial Services

FAQ About Compass Wealth Management

An independent, Fee-Only, Wealth Management and Investment Advisory firm based in Atlanta.
Compass Wealth Management was founded in 2011.
Compass Wealth Management is headquartered in Atlanta, United States.
Compass Wealth Management has approximately 6 employees.
Top alternatives and competitors to Compass Wealth Management include Wiser Wealth Management, Inc., Rockline Wealth Management, LLC, Cranbrook Wealth Management, Reynolda Equity Partners, EdgeRock Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Compass Wealth Management and Wiser Wealth Management, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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