# Jeannie Matza

> Jeannie Matza is a fee-only financial advisor at Compass Investment Advisers in Portland, Oregon. Compass Investment Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Compass Investment Advisers
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $110.5M across 241 accounts
- **CRD:** 3231019 (https://adviserinfo.sec.gov/individual/summary/3231019)
- **SEC registration:** Investment adviser representative in OR, WA
- **Exams passed:** Series 63 (1999), Series 65 (2012)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://compassadv.net/

## Frequently asked questions

### Is Jeannie Matza a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeannie holds no broker registration, and Compass Investment Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeannie charge for financial advice?

Jeannie's firm, Compass Investment Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeannie Matza based?

Jeannie Matza is based in Portland, Oregon.

### Is Jeannie Matza registered with the SEC?

Yes. Jeannie Matza is registered as an investment adviser representative in OR and WA (CRD 3231019), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Compass Investment Advisers manage?

Compass Investment Advisers reports $110.5M across 241 accounts in assets under management.

### How do I contact Jeannie Matza?

Through Jeannie's website, compassadv.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3231019): 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.