Jay Shein
Compass Financial Group · Deerfield Beach, Florida
Jay Shein is a fee-only financial advisor at Compass Financial Group in Deerfield Beach, Florida, who holds the CFP credential. Jay 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 |
| SEC registration | Investment adviser representative in FL, TX · CRD 1741677 |
| Exams passed | Series 63 (1990) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.compassfinancialgroup.com |
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Questions about Jay
Is Jay Shein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay 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 Jay charge for financial advice?
Jay's firm, Compass Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Shein based?
Jay Shein is based in Deerfield Beach, Florida.
What does Jay specialize in?
Jay's specialties include estate & legacy planning, retirement planning and family wealth transfer. Jay works with ultra high net worth and multi-generational families.
What credentials does Jay Shein hold?
Jay Shein holds the CFP credential.
Is Jay Shein registered with the SEC?
Yes. Jay Shein is registered as an investment adviser representative in FL and TX (CRD 1741677), 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 Jay Shein?
Through Jay'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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