Compass Retirement, LLC
Compass Retirement, LLC (CRD# 158412) is a financial advisory firm headquartered in , . They manage $9,200,000 in 36 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Compass Retirement, LLC
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$255,556
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CT, FL
Financial Advisors at Compass Retirement, LLC
1
John Bubello (CRD# 4901918) is an Investment Advisor Representative working at Compass Retirement, LLC in Old Saybrook, CT and has over 13 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.