Comperio Retirement Consulting, Inc.

Comperio Retirement Consulting, Inc. (CRD# 140786) is a financial advisory firm headquartered in Cary, NC. They manage $1,746,385,093 in 40 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,746
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $43,659,627
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
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 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 30 years of experience in the finance industry.

2
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 34 years of experience in the finance industry.

3
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 4 years of experience in the finance industry.

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