Compass Advisory Partners LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
2

Firm details

Headquarters
Cookeville, Tennessee
CRD number
119377
Registered since
April 15, 2015
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Compass Advisory Partners LLC is a Tennessee-based limited liability company that provides financial planning services on an hourly-fee basis. The firm is owner-operated and appears to focus on individualized planning rather than institutional mandates. It does not self-identify as an ESG investor, does not advertise multi-state advisory coverage, and is not described as a pension consultant or a capital allocator. Registered at the state level in Tennessee, the firm reports standard advisory activities centered on financial planning.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Travis Giffey

    Travis Giffey

    Registered Principal & Financial AdvisorCRD 5078459

  • David Stites

    David Stites

    Financial AdvisorCRD 6432834

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cookeville, TN

Putnam

Location

Cookeville, TN

Headquartered in Cookeville, TN, in the South of the United States.

Region
South
County
Putnam
Address
480 One Eleven Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth