Incompass Financial Partners, LLC
Incompass Financial Partners, LLC (CRD# 318227) is a financial advisory firm headquartered in Marietta, GA. They manage $140,452,867 in 774 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management140MILLION
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Total Number of Accounts774ACCOUNTS
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Average Account Value$181,464
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, GA, NE, SC
Karen Vining (CRD# 1262009) is an Investment Advisor Representative working at Incompass Financial Partners, LLC in Marietta, GA and has over 39 years of experience in the finance industry.
Trevor Yochum (CRD# 6362279) is an Investment Advisor Representative working at Incompass Financial Partners, LLC in Marietta, GA and has over 9 years of experience in the finance industry.
Lucy Scott (CRD# 3094913) is an Investment Advisor Representative working at Incompass Financial Partners, LLC in Marietta, GA and has over 23 years of experience in the finance industry.