Disclosures
Form CRS
Our Client Relationship Summary (Form CRS) provides important information about our services, fees, conflicts of interest, and disciplinary history.
Advisory services are offered through Compass Financial Management, an SEC-Registered Investment Advisory. The latest Form CRS for Compass Financial Management is available via the SEC's Investment Adviser Public Disclosure (IAPD) website:
If you would like a copy of our current Form CRS emailed directly to you, please contact asouza@intellivisorfo.com.