CRD: 134754
Financial Compass Corporation
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2005
- Office Locations
- 1
Office Locations
About Financial Compass Corporation
Financial Compass Corporation is a Minnesota-based, fee-only fiduciary RIA focused on long-term wealth management and retirement planning for individuals and families. The firm delivers personalized financial plans alongside customized investment management aligned to goals, timeline, and risk tolerance, with support for Social Security decisions and coordination of tax and estate planning. Advice is led by a CFP® professional; client assets are custodied with firms such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT STAI DAVIS
Chief Compliance Officer, DIRECTOR, Financial Advisor, President
- CRD
- #2982973
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonathan David Speltz
--
- CRD
- #8186422
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,949,189 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,949,189 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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