Tara Sanders
Tara Sanders is a CFP-designated registered investment advisor at Compass Financial Advisory Services, LLC, based in Ormond Beach, FL, with 31 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,031 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compass Financial Advisory Services charges a percentage of your portfolio each quarter. The brochure states that fees will generally not exceed 1% of assets under management unless the scope, complexity, amount of time or expertise required warrant a higher fee.
Location
880 Airport Road, Suite 112A, Ormond Beach, FL, 32174
Get directionsHistory
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
Tara is the President of Compass Financial Management Group, Inc., an S-Corporation owned by her father that offers insurance products, and she consults with its agents and staff. She also holds the position of Insurance Agent at Compass Financial, but is not actively selling insurance products, and is an advisory board member at Tarkenton Financial.
Employment History
Current Registrations
Compass Financial Advisory Services, LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Nsa Securities Corporation
Nsa Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.