Terrilyn Brownfield
Terrilyn Brownfield is a registered investment advisor at Compass Coaching and Consulting, LLC, based in Tulsa, OK, with 26 years of industry experience. Terrilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Compass Coaching and Consulting provides investment management services through third-party managers. The third-party manager generally charges between 1.00% and 2.20% of the value of your portfolio annually, and Compass receives a portion of that fee, generally ranging from 0.50% to 1.70%. Compass may also enter into fixed fee arrangements with clients for these services. The specific fee arrangement will be detailed in your investment management agreement.
Location
Tulsa, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terrilyn owns Integrity Financial Services, LLC, an insurance agency, and is a licensed agent, dedicating about a third of her time to it. She also owns Shiloh Properties, LLC, a real estate investment company, and ArchenLand, LLC, a farm and event venue.
Employment History
Current Registrations
Compass Coaching and Consulting, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Southeast Investments, N.c., INC.Broker
Redhawk Wealth Advisors, INC.
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Gradient Wealth Management
Gradient Advisors, LLC
Gradient Securities, LLCBroker
Regal Securities, INC.Broker
Synergy Investment Group, LLCBroker
Ameritas Investment CORP.Broker
Horace Mann Investors INCBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.