Compass Wealth Advisors

Compass Wealth Advisors (CRD# 165749) is a financial advisory firm headquartered in Petaluma, CA. They manage $5,093,160 in 62 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $82,148
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

CA

Financial Advisors at Compass Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
John C. Cort
CRD#: 5727496
135 Keller Street, Suite C, Petaluma, CA 94952
93
Wealthminder
score

John Cort (CRD# 5727496) is an Investment Advisor Representative working at Compass Wealth Advisors in Petaluma, CA and has over 6 years of experience in the finance industry.

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