{ "path": "/advisors/pa", "url": "https://advisorcensus.com/advisors/pa/page/5", "page_type": "state", "title": "Financial advisors in Pennsylvania", "filters": {}, "scope_total": 1211, "faq": [ { "q": "How many financial advisory firms are there in Pennsylvania?", "a": "AdvisorCensus lists 1,211 investment advisory firms with a principal office in Pennsylvania, from Form ADV filings as of October 2026: 568 SEC-registered, 543 state-registered, and 100 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Pennsylvania?", "a": "405 of the 1,211 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Pennsylvania offer financial planning?", "a": "716 of the 1,111 firms in Pennsylvania that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Pennsylvania fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 405 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 1,211 investment advisory firms with a principal office in Pennsylvania, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Pennsylvania: 1,211 firms from Form ADV filings as of October 2026.", "total_firms": 1211, "page": 5, "total_pages": 25, "sort": "name", "registration_types": { "sec": 568, "state": 543, "exempt": 100 }, "fee_model_mix": [ { "code": "fee-only", "count": 405 }, { "code": "percentage_of_aum", "count": 997 }, { "code": "hourly", "count": 452 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 620 }, { "code": "commissions", "count": 19 }, { "code": "performance_based", "count": 161 }, { "code": "other", "count": 153 }, { "code": "not_reported", "count": 100 } ], "years_registered_distribution": [ { "code": "under_5", "count": 430 }, { "code": "5_to_9", "count": 263 }, { "code": "10_to_19", "count": 282 }, { "code": "20_plus", "count": 232 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 275 }, { "code": "25m_100m", "count": 174 }, { "code": "100m_500m", "count": 261 }, { "code": "500m_1b", "count": 88 }, { "code": "1b_5b", "count": 124 }, { "code": "over_5b", "count": 73 }, { "code": "not_reported", "count": 216 } ], "firms": [ { "crd_number": 330404, "name": "Capridge Advisors", "name_as_filed": "CAPRIDGE ADVISORS", "url": "https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404", "city": "Wayne", "state": "PA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284547, "name": "Capstone Wealth Management Group, LLC", "name_as_filed": "CAPSTONE WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/capstone-wealth-management-group-llc-dunmore-pa-284547", "city": "Dunmore", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165605, "name": "Carey Investment Solutions LLC", "name_as_filed": "CAREY INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/carey-investment-solutions-llc-philadelphia-pa-165605", "city": "Philadelphia", "state": "PA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290430, "name": "Carnegie Wealth Management, LLC", "name_as_filed": "CARNEGIE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430", "city": "Berwyn", "state": "PA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304487, "name": "Carriage Hill Investment Associates LLC", "name_as_filed": "CARRIAGE HILL INVESTMENT ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/carriage-hill-investment-associates-llc-lancaster-pa-304487", "city": "Lancaster", "state": "PA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328615, "name": "Cartera Investments", "name_as_filed": "CARTERA INVESTMENTS", "url": "https://advisorcensus.com/firm/cartera-investments-328615", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325202, "name": "Catlin Financial, LLC", "name_as_filed": "CATLIN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/catlin-financial-llc-beaver-pa-325202", "city": "Beaver", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106256, "name": "Cbre Investment Management Listed Real Assets LLC", "name_as_filed": "CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC", "url": "https://advisorcensus.com/firm/cbre-investment-management-listed-real-assets-llc-radnor-pa-106256", "city": "Radnor", "state": "PA", "years_registered": 31, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158999, "name": "Centauri Advisory Group, Inc.", "name_as_filed": "CENTAURI ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/centauri-advisory-group-inc-zelienople-pa-158999", "city": "Zelienople", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 290078, "name": "Centersquare Investment Management LLC", "name_as_filed": "CENTERSQUARE INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/centersquare-investment-management-llc-conshohocken-pa-290078", "city": "Conshohocken", "state": "PA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 173260, "name": "Centerview Wealth Advisors, LLC", "name_as_filed": "CENTERVIEW WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/centerview-wealth-advisors-llc-pittsburgh-pa-173260", "city": "Pittsburgh", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167030, "name": "Cerebrum Financial Services, LLC", "name_as_filed": "CEREBRUM FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/cerebrum-financial-services-llc-167030", "city": null, "state": null, "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 285502, "name": "Certior Financial Group, LLC", "name_as_filed": "CERTIOR FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/certior-financial-group-llc-king-of-prussia-pa-285502", "city": "King of Prussia", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 311275, "name": "CGI Plan Advisors, Inc.", "name_as_filed": "CGI PLAN ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cgi-plan-advisors-inc-frazer-pa-311275", "city": "Frazer", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311273, "name": "CGI Wealth Advisors, Inc.", "name_as_filed": "CGI WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273", "city": "Frazer", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304159, "name": "Chadds Ford Wealth Partners, LLC", "name_as_filed": "CHADDS FORD WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159", "city": "Chadds Ford", "state": "PA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159563, "name": "Chancellor Financial Group WB LP", "name_as_filed": "CHANCELLOR FINANCIAL GROUP WB LP", "url": "https://advisorcensus.com/firm/chancellor-financial-group-wb-lp-wilkes-barre-pa-159563", "city": "Wilkes-Barre", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109511, "name": "Chapel Hill Investment Analysts Inc", "name_as_filed": "CHAPEL HILL INVESTMENT ANALYSTS INC", "url": "https://advisorcensus.com/firm/chapel-hill-investment-analysts-inc-greensburg-pa-109511", "city": "Greensburg", "state": "PA", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 114359, "name": "Charles Manning & Associates, Inc.", "name_as_filed": "CHARLES MANNING & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/charles-manning-and-associates-inc-bala-cynwyd-pa-114359", "city": "Bala Cynwyd", "state": "PA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116517, "name": "Chartered Advisory Group", "name_as_filed": "CHARTERED ADVISORY GROUP", "url": "https://advisorcensus.com/firm/chartered-advisory-group-chadds-ford-pa-116517", "city": "Chadds Ford", "state": "PA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 170335, "name": "Chartwell Investment Partners, LLC", "name_as_filed": "CHARTWELL INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335", "city": "Berwyn", "state": "PA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118582, "name": "Chestnut Investment Advisory", "name_as_filed": "CHESTNUT INVESTMENT ADVISORY", "url": "https://advisorcensus.com/firm/chestnut-investment-advisory-glenside-pa-118582", "city": "Glenside", "state": "PA", "years_registered": 38, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309741, "name": "Chestnut Street Investment Counsel, LLC", "name_as_filed": "CHESTNUT STREET INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/chestnut-street-investment-counsel-llc-lancaster-pa-309741", "city": "Lancaster", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121202, "name": "Christine Messmer, P.C.", "name_as_filed": "CHRISTINE MESSMER, P.C.", "url": "https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202", "city": "Collegeville", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147356, "name": "Christman Financial Advisors LLC", "name_as_filed": "CHRISTMAN FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/christman-financial-advisors-llc-147356", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339929, "name": "Chronometer Partners LP", "name_as_filed": "CHRONOMETER PARTNERS LP", "url": "https://advisorcensus.com/firm/chronometer-partners-lp-pittsburgh-pa-339929", "city": "Pittsburgh", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 133207, "name": "CHU Financial Management Corporation", "name_as_filed": "CHU FINANCIAL MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/chu-financial-management-corporation-133207", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123145, "name": "City Investment Advisors, Inc.", "name_as_filed": "CITY INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/city-investment-advisors-inc-langhorne-pa-123145", "city": "Langhorne", "state": "PA", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330703, "name": "CJ Perry Financial", "name_as_filed": "CJ PERRY FINANCIAL", "url": "https://advisorcensus.com/firm/cj-perry-financial-330703", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173895, "name": "CJK Capital Management, LLC", "name_as_filed": "CJK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cjk-capital-management-llc-173895", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104796, "name": "Clark Capital Management Group Inc", "name_as_filed": "CLARK CAPITAL MANAGEMENT GROUP INC", "url": "https://advisorcensus.com/firm/clark-capital-management-group-inc-philadelphia-pa-104796", "city": "Philadelphia", "state": "PA", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330033, "name": "Clean Cars Management II, LLC", "name_as_filed": "CLEAN CARS MANAGEMENT II, LLC", "url": "https://advisorcensus.com/firm/clean-cars-management-ii-llc-atglen-pa-330033", "city": "Atglen", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330802, "name": "Clean Cars Management III, LLC", "name_as_filed": "CLEAN CARS MANAGEMENT III, LLC", "url": "https://advisorcensus.com/firm/clean-cars-management-iii-llc-atglen-pa-330802", "city": "Atglen", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330032, "name": "Clean Cars Management, LLC", "name_as_filed": "CLEAN CARS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clean-cars-management-llc-atglen-pa-330032", "city": "Atglen", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172209, "name": "Clear Capital Management LP", "name_as_filed": "CLEAR CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209", "city": "Doylestown", "state": "PA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 315374, "name": "Clearpeak Capital Management", "name_as_filed": "CLEARPEAK CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/clearpeak-capital-management-315374", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325102, "name": "Clearstream Planning, LLC", "name_as_filed": "CLEARSTREAM PLANNING, LLC", "url": "https://advisorcensus.com/firm/clearstream-planning-llc-325102", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286168, "name": "Clearview Financial Partners", "name_as_filed": "CLEARVIEW FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168", "city": "Radnor", "state": "PA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304473, "name": "Clearview Portfolio Consulting LLC", "name_as_filed": "CLEARVIEW PORTFOLIO CONSULTING LLC", "url": "https://advisorcensus.com/firm/clearview-portfolio-consulting-llc-304473", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 123141, "name": "Clemente Investment Services LLC", "name_as_filed": "CLEMENTE INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/clemente-investment-services-llc-kingston-pa-123141", "city": "Kingston", "state": "PA", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 175407, "name": "Climeco Environmental Capital Management LLC", "name_as_filed": "CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/climeco-environmental-capital-management-llc-boyertown-pa-175407", "city": "Boyertown", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323690, "name": "Clovelly Wealth", "name_as_filed": "CLOVELLY WEALTH", "url": "https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690", "city": "Wayne", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 277170, "name": "Cloverlay Investment Management, LLC", "name_as_filed": "CLOVERLAY INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cloverlay-investment-management-llc-conshohocken-pa-277170", "city": "Conshohocken", "state": "PA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110750, "name": "CMG Capital Management Group, Inc.", "name_as_filed": "CMG CAPITAL MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/cmg-capital-management-group-inc-malvern-pa-110750", "city": "Malvern", "state": "PA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 330642, "name": "Coda Capital Advisors", "name_as_filed": "CODA CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/coda-capital-advisors-philadelphia-pa-330642", "city": "Philadelphia", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301274, "name": "Collective Family Office, LLC", "name_as_filed": "COLLECTIVE FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/collective-family-office-llc-york-pa-301274", "city": "York", "state": "PA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120131, "name": "Common Cents Planning", "name_as_filed": "COMMON CENTS PLANNING", "url": "https://advisorcensus.com/firm/common-cents-planning-glen-mills-pa-120131", "city": "Glen Mills", "state": "PA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106292, "name": "Commonwealth Investment Management", "name_as_filed": "COMMONWEALTH INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/commonwealth-investment-management-pittsburgh-pa-106292", "city": "Pittsburgh", "state": "PA", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128319, "name": "Compass Financial Advisors, LLC", "name_as_filed": "COMPASS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/compass-financial-advisors-llc-128319", "city": null, "state": null, "years_registered": 22, 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