# Julie McNulty

> Julie McNulty is a fee-only financial advisor at Financial Compass in Haddonfield, New Jersey, who holds the CFP credential. Financial Compass reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/julie-mcnulty/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Compass
- **Based in:** Haddonfield, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $83.7M across 148 accounts
- **Credentials:** CFP
- **CRD:** 5627040 (https://adviserinfo.sec.gov/individual/summary/5627040)
- **SEC registration:** Investment adviser representative in NJ, PA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://financial-compass.com

## Frequently asked questions

### Is Julie McNulty a fee-only financial advisor?

Yes. Julie McNulty is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Julie's firm.

### How does Julie charge for financial advice?

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

### Where is Julie McNulty based?

Julie McNulty is based in Haddonfield, New Jersey.

### What credentials does Julie McNulty hold?

Julie McNulty holds the CFP credential.

### Is Julie McNulty registered with the SEC?

Yes. Julie McNulty is registered as an investment adviser representative in NJ and PA (CRD 5627040), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Compass manage?

Financial Compass reports $83.7M across 148 accounts in assets under management.

### How do I contact Julie McNulty?

Through Julie's website, financial-compass.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5873): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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