Skip to main content

Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.

Find a Location

Wealth Compass Financial has 1 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.

    Business ProfileforWealth Compass Financial

    Estate Planning and Management
    BBB accredited business

    At-a-glance

    Customer Reviews

    This business has 0 reviews

    Customer Complaints

    1 complaints closed in last 3 years

    0 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 12/23/1999

    Years in Business: 39

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    This business offers financial planning primarily for seniors.

    Business Details

    Location of This Business
    5860 Owens Ave Ste 150, Carlsbad, CA 92008-5514
    BBB File Opened:
    12/23/1999
    Years in Business:
    39
    Business Started:
    8/3/1984
    Business Incorporated:
    7/29/2002
    Accredited Since:
    12/23/1999
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    Type of Entity:
    Corporation
    Alternate Business Name
    • Wealth Compass Financial Inc
    • Wealth Compass Insurance Services
    Business Management
    • Mr. Tod Leighton Lenhoff
    • Mr. Steven Nuckols, President
    Contact Information

    Principal

    • Mr. Tod Leighton Lenhoff
    • Mr. Steven Nuckols, President

    Customer Contact

    • Mr. Tod Leighton Lenhoff
    • Mr. Steven Nuckols, President
    Additional Contact Information

    Fax Numbers

    • (760) 509-4646
      Primary Fax

    Email Addresses

    Customer Complaints

    1 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Most Recent Customer Complaint

    01/07/2022

    Complaint Type:
    Product Issues
    Status:
    Answered
    Lenhoff financial is sloppy and incompetent. I will tell you of my most recent experience: I called this office when I was unable to fax between Christmas and New Year. The vm did not indicate they were closed. I called again and asked for return call as I was in need to transfer funds. I did not receive one and called again on 1/4/22. Receptionist ***** ( another new employee, 3 mos; **** Lenhoff is unable to hold on to staff!). It seems they were closed, then she took I'll, yet no one thought to update phone message!I submitted my signed docs on 01/04/22, ****** reviewed and verified I could withdraw $12,600.00. I received a transfer of about $5k today from this North American fund.Today I called Lenhoff financial at 12:54pm to inquire about the error: "I will have ****** call you. ****** is at an MD appt - she's pregnant, you know!" No, nor do I care.I called 3 more times over 4hrs as no one called back to explain the error. I finally received a call back from ***** " ****** said he would call you." Five hours after my initial call TODAY I received a call from ******. " We call North American on your behalf." Eh, no, they are not doing me a favor! **** Lenhoff sold me this annuity, he obviously received payment and I am no longer of importance!This "financial" office is sloppy, careless and should have nothing to do with people's hard earned money. I would NEVER recommend them nor would I have anything to do with Lenhoff financial- ever!
    Read More

    Customer Reviews

    0 Customer Reviews

    What do you think? Be the first to review!

    How BBB Processes Complaints and Reviews

    Start a Review

    Local BBB

    Better Business Bureau Serving the Pacific Southwest

    BBB Reports On

    BBB reports on known marketplace practices.

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business.