Sarah Myrick

Compass Financial Advisory Services, LLC

1 Year of Experience

Ormond Beach, FL

1 Disclosure

Sarah Myrick is a registered investment advisor at Compass Financial Advisory Services, LLC, based in Ormond Beach, FL, with 1 years of industry experience. Sarah 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.

Compass Financial Advisory Services, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

1,031 clients

Average Client Portfolio

$511K average

Assets Under Management

$527.2M

Fee Structure

Minimum Investment:$300K

Planning is included in investment management

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.

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Location

880 Airport Road, Suite 112A, Ormond Beach, FL, 32174

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

December 2022

Final

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Employment History

Current Registrations

Compass Financial Advisory Services, LLC

August 2024 - Present · 1 yr 9 mos

State Registrations2 states

FLTX

Advisor

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.

Exams

No exam information available for this advisor.

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