Incompass Financial Partners, LLC

Incompass Financial Partners, LLC (CRD# 318227) is a financial advisory firm headquartered in Marietta, GA. They manage $140,452,867 in 774 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4994 Lower Roswell Road, Suite 4, Marietta, GA 30068
https://www.facebook.com/profile.php?id=100089159408559
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    774
    ACCOUNTS
  • Average Account Value
    $181,464
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, GA, NE, SC

Financial Advisors at Incompass Financial Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Karen Vining, financial advisor Marietta GA
Karen C. Vining
CRD#: 1262009
4994 Lower Roswell Road, Suite 4, Marietta, GA 30068

Karen Vining (CRD# 1262009) is an Investment Advisor Representative working at Incompass Financial Partners, LLC in Marietta, GA and has over 39 years of experience in the finance industry.

2
Trevor Yochum, financial advisor Marietta GA
Trevor J. Yochum
CRD#: 6362279
4994 Lower Roswell Road, Suite 4, Marietta, GA 30068

Trevor Yochum (CRD# 6362279) is an Investment Advisor Representative working at Incompass Financial Partners, LLC in Marietta, GA and has over 9 years of experience in the finance industry.

3
Lucy Scott, financial advisor Marietta GA
Lucy B. Scott
CRD#: 3094913
4994 Lower Roswell Road, Suite 4, Marietta, GA 30068

Lucy Scott (CRD# 3094913) is an Investment Advisor Representative working at Incompass Financial Partners, LLC in Marietta, GA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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