Compass Advisory Group
Compass Advisory Group is a privately held, eight-person boutique financial advisory firm in Franklin, Tennessee that provides integrated wealth planning, investment, insurance, and tax coordination services for high-net-worth families, operating through Park Avenue Securities and the Guardian Life ecosystem.
- Company typePrivate
- Founded2008
- HeadquartersFranklin, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Compass Advisory Group does
Compass Advisory Group is a privately held, boutique financial advisory firm headquartered at 725 Cool Springs Boulevard, Suite 450, Franklin, Tennessee. Founded in 2008 by Solomon Kafoure (CEO) and Leslie Janssen (COO), the firm operates with a team of eight professionals including two financial advisors, an investment specialist, a financial representative, an executive assistant/office manager, a marketing/onboarding specialist, and a protection onboarding specialist. The firm is not registered with the SEC as a Registered Investment Advisor; securities products and advisory services are offered through Park Avenue Securities LLC (PAS), a wholly owned subsidiary of The Guardian Life Insurance Company of America, with the OSJ located in Atlanta, GA.
The firm's core service is integrated financial planning for high-net-worth families, spanning cash flow, ownership structures, tax, estate, succession, liquidity, risk, and philanthropy. Compass positions itself as an "integrator" that coordinates CPAs, attorneys, bankers, insurance professionals, trustees, and operators around a unified strategy, distinguishing itself from siloed advisors. The firm uses the Living Balance Sheet client portal and Microsoft Outlook-based scheduling but operates no proprietary technology platform. Client acquisition is driven by personal referrals, professional networking within the Guardian/PAS ecosystem, and advisor-linked social profiles (LinkedIn, Facebook), with no broad digital marketing or paid acquisition channels.
The revenue model is fee- and commission-based, delivered through PAS as broker-dealer. Pricing is not publicly disclosed and is quote-based given the personalized nature of engagements. The firm has not raised external capital, has no disclosed parent company, and shows no evidence of institutional backing, M&A activity, or restructuring. Recent moves include a published "Advisor Acquisitions" initiative, team expansion through marketing and onboarding hires, and disclosure of a position in the PGIM Laddered S&P 500 Buffer 20 ETF. Geographic reach is regional, focused on Tennessee and the broader southeastern US.
Compass Advisory Group firmographics
Firmographics- Name
- Compass Advisory Group
- Legal name
- Compass Advisory Group
- Website
- https://mycompassadvisor.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Compass Advisory Group is a privately held, eight-person boutique financial advisory firm in Franklin, Tennessee that provides integrated wealth planning, investment, insurance, and tax coordination services for high-net-worth families, operating through Park Avenue Securities and the Guardian Life ecosystem.
- Ownership category
- akta.pro rank
Compass Advisory Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Compass Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Franklin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Compass Advisory Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Financial Advisory Services: Fee-based or commission-based financial advisory services offered through Park Avenue Securities LLC. Services include comprehensive financial planning, investment management, estate planning, and wealth coordination for high-net-worth families.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Personalized financial advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Compass Advisory Group product offering
Product offeringCore offering
Compass Advisory Group is a boutique financial advisory firm that provides comprehensive financial planning, retirement planning, insurance, business planning, estate planning, and tax strategies for high-net-worth families. Securities and advisory services are offered through Park Avenue Securities LLC, member FINRA/SIPC, while the firm acts as an independent financial architect coordinating CPAs, attorneys, bankers, insurance professionals, and trustees around unified wealth strategies.
Product overview
Compass Advisory Group is a financial advisory firm offering wealth management, financial planning, and investment advisory services to individuals and families. The firm provides integrated financial planning across cash flow, ownership structures, tax, estate, succession, liquidity, risk, and philanthropy. As a financial advisory practice rather than a software product company, they do not offer a platform, software modules, or technology products.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Financial Planning
Quantifiable outcome
- Families grow closer together through coordinated wealth management
Companies that use Compass Advisory Group
Customer profileSegments1 record
Ideal customer profiles1 record
Compass Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Compass Advisory Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Park Avenue Securities LLCcoreSecurities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. Compass Advisory Group operates as a separate firm utilizing PAS as the broker-dealer for securities transactions and regulatory oversight.
- Guardian Life Insurance Company of AmericacoreParent company of Park Avenue Securities. Compass Advisory Group is part of the Guardian ecosystem, utilizing its infrastructure and regulatory framework for insurance and financial products distribution.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Compass Advisory Group competitors and assessment
Company assessmentDirect peers
- Carson Group: Wealth management firm that partners with financial advisors and offers integrated planning, investment, and coaching. Comparable in serving the HNW/affluent family segment and in aggregating advisor practices, though operating at much larger scale.
- Cresset Capital: Wealth management and private investment firm focused on HNW and ultra-HNW families with a 'family office' integrator model that combines multiple specialists. Highly comparable to Compass's value proposition of unifying CPAs, attorneys, and bankers around one strategy.
- Moneta Group: Mid-size, family-focused wealth advisory firm serving HNW individuals and families with integrated financial planning, investment management, and family office services. Comparable to Compass in client segment and integrator model, though materially larger in scale.
- Mariner Wealth Advisors: National wealth advisory firm serving HNW families with integrated financial planning, tax, estate, and investment services. Comparable in HNW-family focus, integrator positioning, and active M&A growth strategy via advisor acquisitions.
Broad incumbents
- Bessemer Trust: Private wealth management firm serving ultra-HNW families with integrated investment management, trust, and family office services. Comparable in family-wealth focus, governance orientation, and multi-generational planning, though focused on the ultra-HNW tier.
- Edelman Financial Engines: Large-scale financial planning and investment advisory firm serving a broad spectrum from mass-affluent to HNW. Comparable in integrated financial planning and family-wealth orientation, though significantly larger and more technology-driven.
- Focus Financial Partners: Leading partnership of independent wealth management firms serving HNW clients. Comparable as a strategic acquirer/advisor aggregator in the same niche Compass targets, though operating at vastly larger scale.
- Wells Fargo Private Client Group: Private bank / wealth management division of Wells Fargo serving affluent and HNW clients with financial planning, investment, and lending services. Comparable in HNW advisory offering, though operating within a much larger national banking platform.
- Goldman Sachs Personal Financial Management: Wealth management arm of Goldman Sachs serving HNW and UHNW individuals and families with holistic planning. Comparable in targeting HNW families with multi-domain wealth services, though operating as part of a major global bank.
- Creative Planning: Large independent wealth management firm offering integrated financial planning, tax, estate, and investment services to HNW individuals and families. Comparable in comprehensive family-wealth integrator model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Compass Advisory Group social profiles
Digital presenceCompass Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Compass Advisory Group leadership team
Management profileNumber of profiles
Profiles8 records
Compass Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Compass Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Compass Advisory Group
What does Compass Advisory Group do?
Compass Advisory Group is a boutique financial advisory firm that provides comprehensive financial planning, retirement planning, insurance, business planning, estate planning, and tax strategies for high-net-worth families. Securities and advisory services are offered through Park Avenue Securities LLC, member FINRA/SIPC, while the firm acts as an independent financial architect coordinating CPAs, attorneys, bankers, insurance professionals, and trustees around unified wealth strategies.
Is Compass Advisory Group a public or private company?
Compass Advisory Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Compass Advisory Group founded?
Compass Advisory Group was founded in 2008. It employs 1 to 10 people.
Where is Compass Advisory Group based?
Compass Advisory Group is headquartered in Franklin, United States, in the North America region.
How does Compass Advisory Group make money?
One revenue line is on record: financial Advisory Services.
Who are Compass Advisory Group's main competitors?
Direct peers on record are Carson Group, Cresset Capital, Moneta Group and Mariner Wealth Advisors. Broad incumbents are Bessemer Trust, Edelman Financial Engines, Focus Financial Partners, Wells Fargo Private Client Group, Goldman Sachs Personal Financial Management and Creative Planning.
Does Compass Advisory Group have an API?
No public API is recorded for Compass Advisory Group.
What industry is Compass Advisory Group in?
Compass Advisory Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.