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Incompass Financial Partners, LLC

Headquartered in MARIETTA, GA

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Firm Information

Incompass Financial Partners, LLC is an investment advisory firm based in Marietta, GA. With over $164 million in regulatory assets under management, they primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management for individuals, and educational seminars. Incompass Financial Partners, LLC is registered with the SEC.

Incompass Financial Partners, LLC

4994 LOWER ROSWELL ROAD

MARIETTA, GA 30068

$164.17M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

INCOMPASS FINANCIAL PARTNERS, LLC has a total of 1 branch locations across the country.
location

MARIETTA, GA

Advisors at Incompass Financial Partners, LLC

View All 3 Advisors
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Lucy Bowen Scott

RA

MARIETTA, GA

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Karen Campbell Vining

RA

MARIETTA, GA

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Trevor John Yochum

CFP®, RA

MARIETTA, GA

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Disclosures

There are no public disclosures for Incompass Financial Partners, LLC.

Frequently Asked Questions (8)

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