Compass Financial Services

Financial planning in West Des Moines, IA

SEC registeredNo commissions reported

Call (515) 327-1020 Send a message Map ↗

Public-record details

Address: 4801 Westown Parkway, West Des Moines, IA 50266
Phone: (515) 327-1020
Listed under: Financial planning, Hourly fees, % of assets managed
Legal name: Compass Financial Services, INC.
CRD number: 109441
Registration: SEC registered since 2020-04-21
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $407.4 million
Accounts managed: 1,909
Clients reported (Form ADV 5.D): 1,105
Individual / high-net-worth clients: 788 / 317
Employees: 12
Other business activities (Form ADV 6.A): Also active as: registered representative of a broker-dealer, insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-28

SEC registered investment adviser, CRD 109441, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 109441 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in West Des Moines

Ballast Capital Advisors, LLC1200 Office Plaza Drive · West Des Moines, IA 50266 · (844) 331-4662 · Financial planningCRD 282369 · % of assets, Fixed fees · $328.7 million AUMSEC registeredNo commissions reported Boyle Capital1230 Office Plaza Drive · West Des Moines, IA 50266 · (515) 327-1870 · Financial planningCRD 132416 · % of assets, Hourly charges, Performance-based fees · $342.0 million AUMSEC registeredNo commissions reported Bsc Capital Partners, LLC1031 Office Park Road, Suite 4 · West Des Moines, IA 50265 · (515) 225-1185 · Financial planningCRD 284338 · % of assets, Hourly charges, Fixed fees · $125.8 million AUMSEC registeredNo commissions reported Fbl Wealth Management, LLC5400 University Avenue · West Des Moines, IA 50266 · (515) 225-5400 · Financial planningCRD 291396 · % of assets, Hourly charges, Fixed fees · $9.2 million AUMSEC registeredNo commissions reported Five Talents Financial Management Group LLC1441 29th Street Ste 310 · West Des Moines, IA 50266 · (515) 223-7487 · Financial planningCRD 307987 · % of assets, Hourly charges, Fixed fees · $256.0 million AUMSEC registeredNo commissions reported Foster Group, INC.6601 Westown Parkway, Suite 100 · West Des Moines, IA 50266 · (515) 226-9000 · Financial planningCRD 107148 · % of assets, Hourly charges, Fixed fees · $4.8 billion AUMSEC registeredNo commissions reported Gilbert & Cook, INC.5058 Grand Ridge Drive · West Des Moines, IA 50265 · (515) 270-6444 · Financial planningCRD 283112 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reported Hart Wealth Management5550 Wild Rose Lane, Suite 400 · West Des Moines, IA 50266 · (515) 229-8722 · Financial planningCRD 338236 · % of assets, Fixed fees · $46.5 million AUMState registeredNo commissions reported

All 19 in West Des Moines →