Financial Compass LLC

Financial Compass LLC (CRD# 148773) is a financial advisory firm headquartered in Newtown, PA. They manage $16,000,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
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.


Financial Advisors at Financial Compass LLC
Showing 1 - 1 of 1 top financial advisors.
Julie A. McNulty Wielehowski
CRD#: 5627040
34 Tanner Street, Suite 3, Haddonfield, NJ 08033

Julie McNulty Wielehowski (CRD# 5627040) is an Investment Advisor Representative working at Financial Compass LLC in Haddonfield, NJ and has 1 year of experience in the finance industry. Julie McNulty Wielehowski 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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