Compass Wealth Advisors, LLC

Compass Wealth Advisors, LLC (CRD# 117129) is a financial advisory firm headquartered in Elkhart, IN. They manage $170,738,737 in 965 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $176,931
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, IN, MI, TX

Financial Advisors at Compass Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Deborah A. Dehoff
CRD#: 2284174
100 S. Main St., Elkhart, IN 46516
96
Wealthminder
score

Deborah Dehoff (CRD# 2284174) is an Investment Advisor Representative working at Compass Wealth Advisors, LLC in Elkhart, IN and has over 24 years of experience in the finance industry. Deborah Dehoff 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 W. McKissick
CRD#: 1105822
100 S. Main St., Elkhart, IN 46516
96
Wealthminder
score

John McKissick (CRD# 1105822) is an Investment Advisor Representative working at Compass Wealth Advisors, LLC in Elkhart, IN and has over 33 years of experience in the finance industry. John McKissick 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.

3
Gregory L. Schoenfeld
CRD#: 3237974
100 S. Main St., Elkhart, IN 46516
96
Wealthminder
score

Gregory Schoenfeld (CRD# 3237974) is an Investment Advisor Representative working at Compass Wealth Advisors, LLC in Elkhart, IN and has over 17 years of experience in the finance industry. Gregory Schoenfeld 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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