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DM

David Morgan

Compass Financial Management LLC
17 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compass Financial Management LLC
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
1,350 clients
Average Client Portfolio
$384K average
Assets Under Management
$519.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.95%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$1,200

Location

Palm Coast, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2015
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is a managing member of REAP, LLC, an insurance services business, since 2004. This activity takes about half of his time.

Employment History
Current Registrations
Compass Financial Management LLC
August 2025 - Present · 6 mos
Reap in Wealth Management, LLC
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
Brookstone Capital Management LLC
June 2008 - September 2011 · 3 yrs 3 mos
Reap in Wealth Management, LLC
March 2008 - December 2008 · 9 mos
State Registrations3 states
FLGAIL
Advisor
Exams
No exam information available for this advisor.