Lynn Fisel
Compass Financial Advisors · Chesterton, Indiana
Lynn Fisel 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.
Request an introduction to Lynn →
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 · CRD 2074195 |
| Exams passed | Series 63 (1990) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.compassadvisor.com |
How Lynn's firm compares
- Compass Financial Advisors's average account is about $387,000, from its Form ADV (assets managed divided by 730 accounts).
Request an introduction to Lynn
Tell Lynn a little about what you're looking for. Lynn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lynn
Is Lynn Fisel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lynn 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 Lynn charge for financial advice?
Lynn's firm, Compass Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lynn Fisel based?
Lynn Fisel is based in Chesterton, Indiana.
Is Lynn Fisel registered with the SEC?
Yes. Lynn Fisel is registered as an investment adviser representative in IN (CRD 2074195), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Financial Advisors manage?
Compass Financial Advisors reports $282.5M across 730 accounts in assets under management.
How do I contact Lynn Fisel?
Through Lynn'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.
See something wrong? Request a correction. Read our methodology.