Compass Advisory Partners LLC

Compass Advisory Partners LLC (CRD# 119377) is a financial advisory firm headquartered in Cookeville, TN. They manage $262,536,905 in 1,309 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
480 One Eleven Place, Cookeville, TN 38056
https://www.fidelisfinancialstrategies.com
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    1,309
    ACCOUNTS
  • Average Account Value
    $200,563
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
The map below shows states where this firm has explicit registration only.

AL, AR, FL, GA, IN, KY, LA, MO, NC, ND, OH, SC, TN, TX, VA

Financial Advisors at Compass Advisory Partners LLC
Showing 1 - 9 of 9 top financial advisors.
1
James Cannon, financial advisor Cookeville TN
James L. Cannon
CRD#: 3145573
1151 A S. Willow Ave, Cookeville, TN 38506

James Cannon (CRD# 3145573) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 25 years of experience in the finance industry.

2
Jeremy Corley, financial advisor Clarksville TN
Jeremy T. Corley
CRD#: 3074244
1820 Memorial Dr., Suite 201, Clarksville, TN 37043

Jeremy Corley (CRD# 3074244) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Clarksville, TN and has over 24 years of experience in the finance industry.

3
Pamela Fitzpatrick, financial advisor Cookeville TN
Pamela D. Fitzpatrick
CRD#: 4398779
25 W Broad Street, Suite 7, Cookeville, TN 38501

Pamela Fitzpatrick (CRD# 4398779) 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.

4
Stephanie Flatt, financial advisor Cookeville TN
Stephanie M. Flatt
CRD#: 4584979
1151 A South Willow Avenue, Cookeville, TN 38506

Stephanie Flatt (CRD# 4584979) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 16 years of experience in the finance industry.

5
Travis Giffey, financial advisor Cookeville TN
Travis W. Giffey
CRD#: 5078459
480 One Eleven Place, Cookeville, TN 38506

Travis Giffey (CRD# 5078459) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 18 years of experience in the finance industry.

6
John Kent, financial advisor Clarksville TN
John B. Kent
CRD#: 4467014
1820 Memorial Dr., Suite 201, Clarksville, TN 37043

John Kent (CRD# 4467014) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Clarksville, TN and has over 22 years of experience in the finance industry.

7
David Stites, financial advisor Cookeville TN
David K. Stites
CRD#: 6432834
480 One Eleven Place, Cookeville, TN 38056

David Stites (CRD# 6432834) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 9 years of experience in the finance industry.

8
Chris Wakefield, financial advisor Cookeville TN
Chris H. Wakefield
CRD#: 6189941
25 West Broad St, Ste 7, Cookeville, TN 38501

Chris Wakefield (CRD# 6189941) 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.

9
William Webb, financial advisor Cookeville TN
William E. Webb
CRD#: 4870636
480 One Eleven Place, Cookeville, TN 38056

William Webb (CRD# 4870636) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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