Overview

Headquarters
Carlsbad, CA
Total Firm Assets
$115 million
Average High-Net-Worth Client Portfolio Size
$1.6 million

Fee Disclosure

Source: 2026 04 27 WEALTH COMPASS FINANCIAL FORM ADV PART 2A DISCLOSURE BROCHURE (2026-04-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 $3,000,000 1.00%
$3,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $13,750 1.38%
$5 million $48,750 0.98%
$10 million $86,250 0.86%
$50 million $386,250 0.77%
$100 million $761,250 0.76%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
52.80%
Number of High-Net-Worth Clients
38
Total Client Accounts
568
Discretionary Accounts
567
Non-Discretionary Accounts
1

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
290139
  • 2026 04 27 WEALTH COMPASS FINANCIAL FORM ADV PART 2A DISCLOSURE BROCHURE (2026-04-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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