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Wealth Compass Financial, Inc.

Headquartered in CARLSBAD, CA

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Firm Information

Wealth Compass Financial, Inc. is an independent investment advisory firm with 2 licensed agents and investment advisor representatives. They manage over $66 million in assets for 389 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning, portfolio management for individuals, and selection of other advisors.

Wealth Compass Financial, Inc.

$66.85M

Assets Under Management

Not reported

Total Clients

2

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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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 (2)

WEALTH COMPASS FINANCIAL, INC. has a total of 2 branch locations across the country.
location

CARLSBAD, CA

location

Carlsbad, CA

Advisors at Wealth Compass Financial, Inc.

View All 2 Advisors
Unclaimed
Steven Thomas Nuckols

RA

CARLSBAD, CA

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Unclaimed
Tod Leighton Lenhoff

RA

Carlsbad, CA

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Disclosures

There are no public disclosures for Wealth Compass Financial, Inc..

Frequently Asked Questions (6)

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