Incompass Financial Partners, LLC (hereinafter called “IFP”) is a Registered Investment Adviser based in Marietta, Georgia, and incorporated under the laws of the State of Georgia. IFP is wholly owned by Trevor Yochum. IFP is registered with the SEC and subject to the rules and regulations of the US Advisers Act. Founded in January 2022, IFP provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. IFP also provides financial planning consulting services including, but not limited to, risk assessment/management, investment planning, estate planning, financial organization, or financial decision making/negotiation. IFP provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with IFP. Managed accounts are available to individuals and high net worth individuals. IFP provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. IFP will assist clients in determining the suitability of the managed accounts for the client. The IAR is compensated through a comprehensive fee and the account may be assessed other charges associated with conducting a brokerage business. IFP and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence
• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from

client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) In providing the asset management services as described above, we offer three different solutions: TAMP (Turnkey Asset Management Program) IFP may recommend the services of a TAMP for which we have an Agreement. A TAMP is another Registered Investment Advisor that provides asset management services for other firms (such as IFP), in addition to providing back-office support, technology tools, and access to a broad array of portfolio services. If a client elects to utilize a TAMP with IFP, the Client will sign a separate Agreement with the TAMP in addition to the Agreement with IFP. The TAMP will charge the Client a separate advisory fee that will not be shared with IFP. IFP will provide all of the TAMP’s disclosure documents to the Client if this method of asset management is selected. IFP has discretion to hire, and fire TAMP managers. Schwab’s Marketplace Platform IFP may utilize a third-party money manager from a selection of other advisors offered by our primary custodian, Charles Schwab & Co., Inc. As a part of IFP’s relationship with Schwab, Schwab offers a selection of money managers as resources to our firm. The Client does not sign a separate Agreement with the third-party money manager utilized, with the exception of a Limited Power of Attorney to give the money manager the authority to trade with discretion in the account(s). Money manager fees could be based upon the amount of funds we manage with Schwab, and/or a particular money manager Advisor-Directed Asset Management With this type of asset management, IFP manages the Client’s money without the assistance of another advisory firm. All portfolios are constructed and managed internally. The firm has the following assets under management as of January 12, 2023: Discretionary $119,282,915 and Non-Discretionary $0. Form ADV, Part 2A, Item 5