About Us
Compass Rose Financial Planning
 
About Us

Why Compass Rose Financial Planning?

An Educated Investor is Our Best Client

As an investor, you can go anywhere for financial advice. Wall Street brokerages, giant insurance companies and online discount brokers are all vying for your business. At Compass Rose, we believe our business model is aligned with solutions that are in your best interests and present a superior opportunity for you:

  We are an independent, privately-owned firm with deep roots in the Coachella Valley.
  We rely on referrals from our clients to grow our business.
  As an independent firm we choose financial products that are best for you-unbiased by the demands and sales quotas that could be imposed by a corporate parent.
  Our entire focus is on developing and managing a comprehensive financial strategy that meets your unique needs.
  You receive personal attention and advice from professionals who come to know you.
 

Independence Matters

We Work for You

Everyone wants an advisor they can trust. Compass Rose is licensed by the State of California as a Registered Investment Advisor (RIA). We choose to practice as an RIA because we want to provide you investment advice as a fiduciary, which by law requires us to always put your best interests first when advising you on investments.

With A Fiduciary, Your Interests Come First

Our Responsibility in Serving You

At Compass Rose our responsibility in serving you is clear, for we are a fiduciary. This means that Compass Rose is different from traditional personal financial advisors that are brokers.

  Unlike a broker, Compass Rose is not licensed to sell you securities and we are not salespeople.
  Compass Rose is a Registered Investment Advisor (RIA) and only sells you our advice.
  No hidden fees or agenda because, as an RIA, we are required by law to fully disclose any conflicts of interest we have in serving you.
  Compass Rose earns its fees not by charging you a commission, but by levying an hourly fee or fixed percent of Assets Under Management fee, for ongoing financial advice.
 

You Get What You Pay For

Our Fees Are Based On Your Planning Needs

Our services are tailored to meet the financial advice you seek, and our fees are based on the value we deliver based on the complexity of your situation. While we offer comprehensive financial planning services covering all aspects of your finances, from investing to estate planning and insurance, not everyone needs comprehensive advice. If you need advice focused on meeting a single important challenge, such as your investments, retirement or college funding, we can establish a plan for moving forward and limit the scope of the engagement to keep our fees within your reach. Then you can decide how you want our relationship to progress.

Let Us Earn Your Trust

Our Promise to You

Your best interests drive everything we do. Securing your future is a long-term project, so it is crucial to work with a financial professional who works exclusively for your benefit. Together, we can build a relationship that lasts a lifetime, give us a call today.

Meet Our Team
 
Call or write us today. We look forward to working with you.
Phone:
760-321-5305 | Email: Info@compassrosefp.com
Compass Rose Financial Planning, Rancho Mirage, California   
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