James Bobos
Compass Financial Advisors · Chesterton, Indiana
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.
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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, TX · CRD 4387667 |
| Exams passed | Series 66 (2001) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.compassadvisor.com |
| Profile |
How James'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 James
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.
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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