Compass Advisory Partners LLC

Compass Advisory Partners LLC (CRD# 119377) is a financial advisory firm headquartered in Cookeville, TN. They manage $109,656,154 in 1,871 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    1,871
    ACCOUNTS
  • Average Account Value
    $58,608
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, KY, LA, TN, TX, VA

Financial Advisors at Compass Advisory Partners LLC
Showing 1 - 9 of 9 top financial advisors.
1
Travis W. Giffey
CRD#: 5078459
480 One Place, Cookeville, TN 38506
93
Wealthminder
score

Travis Giffey (CRD# 5078459) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 11 years of experience in the finance industry.

2
John B. Kent
CRD#: 4467014
1820 Memorial Dr., Suite 201, Clarksville, TN 37043
93
Wealthminder
score

John Kent (CRD# 4467014) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Clarksville, TN and has over 15 years of experience in the finance industry.

3
William E. Webb
CRD#: 4870636
213 Overlook Circle A-1, Brentwood, TN 37027
93
Wealthminder
score

William Webb (CRD# 4870636) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Brentwood, TN and has over 10 years of experience in the finance industry.

4
James A. Welck
CRD#: 807241
Brentwood, TN
93
Wealthminder
score

James Welck (CRD# 807241) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Brentwood, TN and has over 23 years of experience in the finance industry.

5
Stephanie M. Ballard
CRD#: 4584979
480 One Eleven Place, Cookeville, TN 38056
90
Wealthminder
score

Stephanie Ballard (CRD# 4584979) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 10 years of experience in the finance industry.

6
Chris H. Wakefield
CRD#: 6189941
25 West Broad St, Ste 7, Cookeville, TN 38501
89
Wealthminder
score

Chris Wakefield (CRD# 6189941) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 4 years of experience in the finance industry.

7
David K. Stites
CRD#: 6432834
480 One Eleven Place, Cookeville, TN 38056
88
Wealthminder
score

David Stites (CRD# 6432834) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 2 years of experience in the finance industry.

8
Jeremy T. Corley
CRD#: 3074244
1820 Memorial Dr., Suite 201, Clarksville, TN 37043
83
Wealthminder
score

Jeremy Corley (CRD# 3074244) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Clarksville, TN and has over 18 years of experience in the finance industry.

9
John B. Marshall
CRD#: 2543761
Nashville, TN
83
Wealthminder
score

John Marshall (CRD# 2543761) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Nashville, TN and has over 23 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.