Clifford Malings
Compass Financial Advisors · Chesterton, Indiana
Clifford Malings is a fee-only financial advisor at Compass Financial Advisors in Chesterton, Indiana. Compass Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Compass Financial Advisors |
|---|---|
| Based in | Chesterton, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $282.5M across 730 accounts |
| SEC registration | Investment adviser representative in IN · CRD 5044575 |
| Exams passed | Series 63 (2005) · Series 65 (2005) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.compassadvisor.com |
| Profile |
How Clifford's firm compares
- Compass Financial Advisors's average account is about $387,000, from its Form ADV (assets managed divided by 730 accounts).
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Questions about Clifford
Is Clifford Malings a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clifford holds no broker registration, and Compass Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clifford charge for financial advice?
Clifford's firm, Compass Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clifford Malings based?
Clifford Malings is based in Chesterton, Indiana.
Is Clifford Malings registered with the SEC?
Yes. Clifford Malings is registered as an investment adviser representative in IN (CRD 5044575), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Financial Advisors manage?
Compass Financial Advisors reports $282.5M across 730 accounts in assets under management.
How do I contact Clifford Malings?
Through Clifford's website, www.compassadvisor.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
- 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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