Compass Advisory Partners is a registered investment advisory firm based in Cookeville, Tennessee, providing financial planning and consulting services to individuals, corporations, and other entities. Compass Advisory Partners offers both one-time and ongoing financial planning, covering retirement analysis, cash flow projections, major goal funding, insurance needs, estate reviews, and investment-related tax planning. The firm also provides limited financial planning and consulting on specific topics like risk management and general investment guidance. Compass Advisory Partners does not manage investment portfolios on a continuous basis or hold discretionary authority over client accounts, meaning clients retain responsibility for implementing recommendations. Some associates are also licensed insurance agents and registered representatives of a broker-dealer, creating potential conflicts of interest regarding product commissions.
Fee Structure
- Financial planning and consulting — Hourly rates ranging from $125 to $200 per hour, depending on the professional and the scope of the engagement. Fees are negotiated at the start and payable upon delivery.