The Compass Wealth Group

What The Compass Wealth Group does

The Compass Wealth Group, LLC is a privately held financial advisory practice headquartered in Cheyenne, Wyoming, operating as a branch under Raymond James Financial Services, Inc. for broker-dealer services and Raymond James Financial Services Advisors, Inc. for investment advisory services. The firm delivers personalized wealth management through a relationship-based, in-person advisory model supported by three offices across Wyoming and Colorado (Cheyenne, Colorado Springs, and Fort Collins).

Service offerings span eight integrated modules: business planning, education planning, estate/charitable giving and trust, financial planning, portfolio management, retirement planning, risk management, and digital advice. The firm targets five customer segments — business owners, families and individuals, retirees, non-profits, and women investors — and coordinates with clients' existing attorneys and accountants on holistic wealth planning. Revenue is generated through financial advisory fees, most likely tied to assets under management on a recurring basis, with securities offered through Raymond James' FINRA/SIPC-registered platform.

The firm employs approximately five staff alongside a named advisory team of seven (Randy L. Halfpop, Brian D. Eilers, Jess Ryan, Cherie Przymus, Troy Kimball, Stephanie Schmitt, and Austin Kelly). No proprietary technology is disclosed; the practice relies on Raymond James' infrastructure for trading, custody, and client access. Marketing channels are traditional — direct client engagement, monthly newsletters, and educational events — with no disclosed digital customer acquisition spend, social presence, or earned-media footprint.

Name

The Compass Wealth Group

Legal name

The Compass Wealth Group, LLC

Website

https://thecompasswealthgroup.com

Company type

Private

Operating status

Operating

Short description

The Compass Wealth Group is a privately held, Raymond James-affiliated financial advisory practice headquartered in Cheyenne, Wyoming, delivering relationship-based wealth management to individuals, families, business owners, retirees, non-profits, and women investors across Wyoming and Colorado via three offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial advisory services
• Portfolio management
• Retirement planning
• Estate planning

Headquarters

HQ city

Cheyenne

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Wealth Management Services: Revenue generated through financial advisory fees, likely based on assets under management (AUM) percentage fees, as is typical for full-service wealth management practices affiliated with Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

The Compass Wealth Group provides personalized wealth management and financial advisory services to individuals, families, business owners, retirees, non-profits, and women investors. Its service suite covers business planning, education planning, estate/charitable giving/trust, financial planning, portfolio management, retirement planning, risk management, and digital advice. Securities are offered through Raymond James Financial Services, Inc. (member FINRA/SIPC), with investment advisory services delivered through Raymond James Financial Services Advisors, Inc.

Product overview

The Compass Wealth Group offers a unified suite of wealth management services under the Raymond James platform. The core offering consists of eight integrated service modules: Business Planning, Education Planning, Estate/Charitable Giving & Trust, Financial Planning, Portfolio Management, Retirement Planning, Risk Management, and Digital Advice. These services are designed to work together as a comprehensive wealth management solution, serving diverse client segments including business owners, families, retirees, non-profits, and women investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Planning Comprehensive planning services for business owners and entrepreneurs offering solutions tailored to unique business financial needs, delivered alongside the firm's other professional advisory partners.
• Education Planning Planning services focused on funding and managing educational expenses for families and individuals.
• Estate, Charitable Giving & Trust Services addressing estate planning, charitable giving strategies, and trust management to help preserve wealth for future generations.
• Financial Planning Comprehensive financial planning services to help clients manage and grow their wealth with a personalized approach.
• Portfolio Management Investment management services focused on managing risks and returns across client portfolios, leveraging the Raymond James platform.
• Retirement Planning Planning services designed to help individuals prepare for and manage retirement income and longevity needs.
• Risk Management Services focused on identifying and managing financial risks to protect client wealth.
• Digital Advice Technology-enabled financial guidance and advice services accessible through digital channels, supplementing the firm's traditional advisory offerings.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Raymond James Financial Services: Direct parent/affiliate providing the broker-dealer and RIA platform through which The Compass Wealth Group operates; serves as both platform provider and the broad incumbent against which the firm competes for advisor recruits and client mindshare.
• Cetera Financial Group: Independent broker-dealer and RIA platform supporting thousands of affiliated advisors — offers an alternative umbrella structure comparable to Compass's Raymond James affiliation.
• LPL Financial: Largest independent broker-dealer in the US, providing platform and compliance infrastructure to thousands of independent advisor practices — directly comparable as an alternative platform option to Raymond James.
• Cambridge Investment Research: Independent broker-dealer supporting affiliated financial advisors with planning-led practice models — comparable in structure to Compass's Raymond James affiliation.
• Charles Schwab: Diversified financial services firm offering retail wealth advisory, brokerage, and asset management — broad incumbent competing with Compass for client assets and advisor recruits in the same mass-affluent segment.

Direct peers

• Edward Jones: Large branch-based financial advisory network serving mass-affluent individuals and families with face-to-face relationship models — directly comparable to Compass's retail wealth management GTM and regional office footprint.
• Ameriprise Financial Services: Independent advisor franchise model with branch offices providing comprehensive financial planning and wealth management to individuals and business owners — same advisor-led distribution model as Compass.
• Northwestern Mutual: Relationship-based financial advisory network with offices across the US providing comprehensive planning, retirement, and estate services — directly competitive with Compass for mass-affluent households.
• Carson Wealth: RIA offering holistic financial planning, investment management, and estate strategies to business owners, families, and retirees — directly comparable niche and service mix to Compass.

Emerging players

• Wealthfront: Leading robo-advisor offering automated portfolio management and financial planning at low cost — represents the digital-first competitive threat to traditional advisory firms like Compass, which has limited proprietary technology.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Compass Wealth Group