Compass Financial Group, LLC

Compass Financial Group, LLC (CRD# 130867) is a financial advisory firm headquartered in Dublin, OH. They manage $38,000,000 in 103 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $368,932
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Market timing services
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.

OH

Financial Advisors at Compass Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark A. Menges
CRD#: 2875507
6600 Perimeter Drive, Suite 200, Dublin, OH 43016
93
Wealthminder
score

Mark Menges (CRD# 2875507) is an Investment Advisor Representative working at Compass Financial Group, LLC in Dublin, OH and has over 19 years of experience in the finance industry.

2
Gregory R. Johnson
CRD#: 5178491
6600 Perimeter Drive, Suite 200, Dublin, OH 43016
92
Wealthminder
score

Gregory Johnson (CRD# 5178491) is an Investment Advisor Representative working at Compass Financial Group, LLC in Dublin, OH and has over 3 years of experience in the finance industry. Gregory Johnson 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.