# James Bobos

> James Bobos 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.

Page: https://find.wellspent.co/advisors/james-bobos/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Compass Financial Advisors
- **Based in:** Chesterton, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $282.5M across 730 accounts
- **CRD:** 4387667 (https://adviserinfo.sec.gov/individual/summary/4387667)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 66 (2001)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.compassadvisor.com

## Frequently asked questions

### Is James Bobos a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, Compass Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Bobos based?

James Bobos is based in Chesterton, Indiana.

### Is James Bobos registered with the SEC?

Yes. James Bobos is registered as an investment adviser representative in IN and TX (CRD 4387667), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Compass Financial Advisors manage?

Compass Financial Advisors reports $282.5M across 730 accounts in assets under management.

### How do I contact James Bobos?

Through James's website, www.compassadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4387667): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.