Compass Financial Consulting, LLC

Compass Financial Consulting, LLC (CRD# 119100) is a financial advisory firm headquartered in Atlanta, GA. They manage $207,138,000 in 630 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    630
    ACCOUNTS
  • Average Account Value
    $328,790
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Compass Financial Consulting, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kevin S. Kraus
CRD#: 2698772
400 Galleria Parkway, Suite 1050, Atlanta, GA 30339
96
Wealthminder
score

Kevin Kraus (CRD# 2698772) is an Investment Advisor Representative working at Compass Financial Consulting, LLC in Atlanta, GA and has over 20 years of experience in the finance industry. Kevin Kraus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John D. Bochniak
CRD#: 4642074
400 Galleria Parkway, Suite 1050, Atlanta, GA 30339
93
Wealthminder
score

John Bochniak (CRD# 4642074) is an Investment Advisor Representative working at Compass Financial Consulting, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

3
Tana A. Gildea
CRD#: 5182812
400 Galleria Parkway, Suite 1050, Atlanta, GA 30339
93
Wealthminder
score

Tana Gildea (CRD# 5182812) is an Investment Advisor Representative working at Compass Financial Consulting, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

4
Kenneth H. Bridges
CRD#: 4760016
400 Galleria Parkway, Suite 1050, Atlanta, GA 30339
87
Wealthminder
score

Kenneth Bridges (CRD# 4760016) is an Investment Advisor Representative working at Compass Financial Consulting, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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