← Tributary

INCOMPASS FINANCIAL PARTNERS, LLC

ALPHARETTA, GA · CRD 318227 · IAPD ↗ · incompassfp.com · 770-971-9141

$192.0MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
March 2026 — INCOMPASS FINANCIAL PARTNERS, LLC notice-filed in NC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — INCOMPASS FINANCIAL PARTNERS, LLC moved its main office from MARIETTA, GA to ALPHARETTA, GA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
44
March 2025 — INCOMPASS FINANCIAL PARTNERS, LLC notice-filed in FL, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — INCOMPASS FINANCIAL PARTNERS, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
46
February 2024 — INCOMPASS FINANCIAL PARTNERS, LLC notice-filed in AL, NE, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2024 — INCOMPASS FINANCIAL PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.