Comperio Retirement Consulting, Inc.

Comperio Retirement Consulting, Inc. (CRD# 140786) is a financial advisory firm headquartered in Cary, NC. They manage $2,000,919,635 in 30 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
51 Kilmayne Drive, Suite 304, Cary, NC 27511
https://www.linkedin.com/company/comperioretirementconsulting
By the Numbers
  • Total Assets Under Management
    2,001
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $66,697,321
Compensation Options
  • A percentage of assets under your management
  • 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, VA

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

Scott Fremer (CRD# 2365565) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Mcmurray, PA and has over 29 years of experience in the finance industry.

2
James Sotell, financial advisor Cary NC
James R. Sotell
CRD#: 1983050
51 Kilmayne Drive, Suite 304, Cary, NC 27511

James Sotell (CRD# 1983050) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Cary, NC and has over 32 years of experience in the finance industry.

3
Jarrott Heath, financial advisor Cary NC
Jarrott B. Heath
CRD#: 7138628
51 Kilmayne Drive, Suite 304, Cary, NC 27511

Jarrott Heath (CRD# 7138628) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Cary, NC and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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