Why choose a Dave Ramsey SmartVestor?

Jasen and Jesse both are SmartVestor pros through the Ramsey Solutions Program. As SmartVestor Pros,  we believe everyone deserves access to solid, professional investing guidance. SmartVestor Pros affirm to the SmartVestor Code of Conduct, which is provided by Ramsey Solutions and linked on our Disclosures Page here.

We have the heart of a teacher, not the attitude of a salesman. We are people you can feel comfortable talking to and that you can trust. We will work together to create a plan to help you reach your goals. 

We strive to be more than “financial planners” — We are people you can relate to and share your dreams with. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals. 

SmartVestor™ is an advertising and referral service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions® ("RS"). When you provide your contact information through the SmartVestor site, RS will introduce you to up to five (5) investment professionals ("Pros") that cover your geographic area, including Jesse Haller and Jasen Haller ("Adviser") with COMPASS FINANCIAL GROUP, INC. RS is a paid, non-client promoter of Pros. Adviser has entered into an agreement with RS under which Adviser pays RS compensation for participating in the SmartVestor program, resulting in a material conflict of interest. Due to the compensation received by RS, it has a financial incentive to introduce you to Pros, including an incentive to present certain Pros that offer their services on a national basis ("National Pros") more often than other National Pros that pay lower fees.

Jesse Haller compensates RS through a combination of fees, a flat monthly membership fee of $400 and a flat monthly territory fee of $550 and Jasen Haller compensates RS through a combination of fees, a flat monthly membership fee of $400 and a flat monthly territory fee of $1,100 for two territories to advertise Adviser’s services through SmartVestor and to receive client referrals from interested consumers who are located in Adviser’s geographic area. The fees paid by Adviser to RS are paid irrespective of whether you become a client of Adviser and are not passed along to you. However, you should understand that all of the Pros that are available through SmartVestor pay RS fees to participate in the program. Further, the amount of compensation each Pro pays to RS will vary based on certain factors and choose to advertise in local or national markets.

It is up to you to interview Adviser and decide whether you want to hire them. If you decide to hire Adviser, you will enter into an agreement directly with Adviser to provide you with investment advisory services. RS is not affiliated with Adviser and neither RS nor any of its representatives are authorized to provide investment advice on behalf of Adviser or to act for or bind Adviser. RS introduces you to Pros that cover your geographic area based on your zip code. Neither RS nor its affiliates provide investment advice or recommendations as to the selection or retention of any Pro, nor does RS evaluate whether any particular Pro is appropriate for you based on your investment objectives, financial situation, investment needs, or other individual circumstances. No investment advisory agreement with Adviser will become effective until accepted by Adviser. RS does not warrant any services of Adviser or any SmartVestor Pro and makes no claim or promise of any result or success by retaining Adviser. Your use of SmartVestor, including the decision to retain the services of Adviser, is at your sole discretion and risk. Any services rendered by Adviser are solely that of the Adviser. The contact links provided connect to third-party websites. RS and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites. Adviser has signed a Code of Conduct under which it has agreed to certain general investment principles, such as eliminating debt and investing for the longer-term, but RS does not monitor or control the investment advisory services Adviser provides.

For specific Information regarding our relationship and compensation to Ramsey Solutions, please see our disclosures page.