Compass Financial Group, Inc.

Compass Financial Group, Inc. (CRD# 125186) is a financial advisory firm headquartered in Deerfield Beach, FL. They manage $283,307,500 in 330 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $858,508
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
  • Other
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, TX

Financial Advisors at Compass Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Blair C. Shein
CRD#: 4646254
665 S.e. 10th Street, Suite 202, Deerfield Beach, FL 33441
96
Wealthminder
score

Blair Shein (CRD# 4646254) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 17 years of experience in the finance industry. Blair Shein 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
Jay L. Shein
CRD#: 1741677
665 S.e. 10th Street, Suite 202, Deerfield Beach, FL 33441
96
Wealthminder
score

Jay Shein (CRD# 1741677) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 28 years of experience in the finance industry. Jay Shein 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.

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