Lauren Tanksley
Lauren Tanksley is a CFP-designated registered investment advisor at Compass Financial Advisory Services, LLC, based in White Georgia, GA, with 13 years of industry experience. Lauren 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
210 Oak Hollow Ct., White Georgia, GA, 30184
Get directionsHistory
Regulatory History (4)
Financial
December 2017Financial
October 2017Financial
October 2016Financial
July 2016Other Business ActivitiesSells Insurance
Lauren works as a divorce consultant for Divorce Sense, dedicating about 10-20% of their time. Lauren also sells fixed index annuities through Compass Financial and other insurance products, spending about a quarter of their time on these activities. Lauren is also a managing partner/financial coach at Providence Financial Planning LLC, spending nearly full-time hours.
Employment History
Current Registrations
Compass Financial Advisory Services, LLC
Previous Registrations
Brokers Financial
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Asset Management, INC.
Blue Duck Wealth Management
Ethos Capital Group, LLC
Morgan Stanley
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.