Comperio Retirement Consulting, Inc.

Comperio Retirement Consulting, Inc. (CRD# 140786) is a financial advisory firm headquartered in Cary, NC. They manage $1,181,000,000 in 30 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,181
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $39,366,667
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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.

NC, PA, SC

Financial Advisors at Comperio Retirement Consulting, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Scott F. Fremer
CRD#: 2365565
Mcmurray, PA
93
Wealthminder
score

Scott Fremer (CRD# 2365565) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Mcmurray, PA and has over 24 years of experience in the finance industry.

2
James R. Sotell
CRD#: 1983050
51 Kilmayne Drive, Suite 304, Cary, NC 27511
93
Wealthminder
score

James Sotell (CRD# 1983050) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Cary, NC and has over 28 years of experience in the finance industry.

3
Sanjeev G. Kanekal
CRD#: 6604249
51 Kilmayne Drive, Suite 304, Cary, NC 27511
78
Wealthminder
score

Sanjeev Kanekal (CRD# 6604249) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Cary, NC and has 1 year of experience in the finance industry.

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