Financial Compass Investment Services, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Financial Compass Investment Services, Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients placed with TPMs will be billed in accordance with TPM’s Fee Schedule which will be disclosed to the client prior to signing an agreement.”
• “Clients placed with TPM will be billed in accordance with the TPM’s Fee Schedule which will be disclosed to the Client prior to signing an agreement.”
• “Client will pay nothing to start with the balance payable after ninety (90) days.”

How Financial Compass Investment Services, Inc’s fees compare

• Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Tennessee median of $3,000. 38% of the 89 other Tennessee planners that publish a flat or project fee charge less.

About Financial Compass Investment Services, Inc

• Firm size: 2 employees.
• Registered as an adviser: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.6% a year

Employees

2

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

147260

Website

fincompass.org (opens in new tab)

Phone

(661) 855-9168

Can advise clients in 5 states: California, Kentucky, Ohio, Tennessee, Texas

Other planners in Tennessee that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Acumen Wealth Advisors, LLCChattanooga$499/hr
• Adkins Asset Management LLCCordova$250/hr
• Adventedge Financial, LLCApison$200/hr, $500
• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Allied InvestmentsJohnson City$150/hr, Up to $2,500

Compare all 240 planners in Tennessee