Compass Financial Strategies

Compass Financial Strategies (CRD# 135528) is a financial advisory firm headquartered in Abilene, TX. They manage $29,596,757 in 234 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $126,482
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

TX

Financial Advisors at Compass Financial Strategies
Showing 1 - 2 of 2 top financial advisors.
1
Deborah H. Bell
CRD#: 2138474
749 Gateway Street, Suite 501, Abilene, TX 79602
96
Wealthminder
score

Deborah Bell (CRD# 2138474) is an Investment Advisor Representative working at Compass Financial Strategies in Abilene, TX and has over 25 years of experience in the finance industry.

2
Frank L. Bell
CRD#: 17351
749 Gateway Street, Suite 501, Abilene, TX 79602
93
Wealthminder
score

Frank Bell (CRD# 17351) is an Investment Advisor Representative working at Compass Financial Strategies in Abilene, TX and has over 24 years of experience in the finance industry.

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