Robert Moody
Compass Advisors · Big Canoe, Georgia
Robert Moody is a fee-only financial advisor at Compass Advisors in Big Canoe, Georgia, who holds the CFP and CFA credentials. Compass Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Compass Advisors |
|---|---|
| Based in | Big Canoe, Georgia |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $12.9M across 35 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA · CRD 2830402 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.feeonlyplanning.com |
How Robert's firm compares
- Compass Advisors's average account is about $369,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Robert
Is Robert Moody a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Compass Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Compass Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Robert Moody based?
Robert Moody is based in Big Canoe, Georgia.
What credentials does Robert Moody hold?
Robert Moody holds the CFP and CFA credentials.
Is Robert Moody registered with the SEC?
Yes. Robert Moody is registered as an investment adviser representative in GA (CRD 2830402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Advisors manage?
Compass Advisors reports $12.9M across 35 accounts in assets under management.
How do I contact Robert Moody?
Through Robert's website, www.feeonlyplanning.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.
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