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- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2009
- Office Locations
- 1
Office Locations
About Financial Compass LLC
Financial Compass is an independent, fee-only fiduciary RIA led by CFP Julie Ann McNulty, serving near/early retirees and retirement-focused couples (including many women) who want delegated portfolio management. It pairs goal-based financial planning with ongoing investment management focused on retirement income, risk control, and inflation, typically using ETFs and mutual funds. Engagements start with a flat-fee plan, then AUM-based fees billed quarterly in arrears.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 48 clients, or 48 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Financial Compass LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JULIE ANN MCNULTY
Advisor, President
- CRD
- #5627040
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,660,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,660,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Compass LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.