Blair Shein
Compass Financial Group · Deerfield Beach, Florida
Blair Shein is a fee-only financial advisor at Compass Financial Group in Deerfield Beach, Florida, who holds the CFP and CFA credentials. Blair focuses on estate & legacy planning, retirement planning and family wealth transfer. Compass Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Compass Financial Group |
|---|---|
| Based in | Deerfield Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $429.7M across 431 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 4646254 |
| Exams passed | Series 65 (2000) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.compassfinancialgroup.com |
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Questions about Blair
Is Blair Shein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Blair holds no broker registration, and Compass Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Blair charge for financial advice?
Blair's firm, Compass Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Blair Shein based?
Blair Shein is based in Deerfield Beach, Florida.
What does Blair specialize in?
Blair's specialties include estate & legacy planning, retirement planning and family wealth transfer. Blair works with ultra high net worth and multi-generational families.
What credentials does Blair Shein hold?
Blair Shein holds the CFP and CFA credentials.
Is Blair Shein registered with the SEC?
Yes. Blair Shein is registered as an investment adviser representative in FL and TX (CRD 4646254), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Financial Group manage?
Compass Financial Group reports $429.7M across 431 accounts in assets under management.
How do I contact Blair Shein?
Through Blair's website, www.compassfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Compass Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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