Jeannie Matza
Compass Investment Advisers · Portland, Oregon
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.
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Facts
| Firm | Compass Investment Advisers |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $110.5M across 241 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 3231019 |
| Exams passed | Series 63 (1999) · Series 65 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | compassadv.net |
How Jeannie's firm compares
- Compass Investment Advisers's average account is about $459,000, from its Form ADV (assets managed divided by 241 accounts).
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Questions about Jeannie
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.
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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