Comperio Retirement Consulting, Inc. primarily advises corporate retirement plans, pension plans, and profit-sharing plans on investments, fee structures, and plan monitoring. Additionally, Comperio Retirement Consulting, Inc. offers financial planning services for individuals and high-net-worth individuals, covering personal finances, taxes, cash flow, retirement, and estate planning. The firm does not manage individual investment portfolios directly or exercise trading authority over client accounts. Instead, Comperio Retirement Consulting, Inc. operates on a fee-only model, charging fixed project fees, percentage-of-assets fees for retirement plans, or hourly rates for consulting services.
Assets Under Management$2B
Clients27
Advisors2
Avg. per Client$74M
Avg. per Advisor$990M
Fee Structure
- Financial planning services — fixed fees typically ranging from $1,000 to $3,000, or hourly rates ranging from $200 to $350 per hour depending on the complexity of your situation, covering personal goals, taxes, cash flow, and retirement planning.
One-Time Plan:$1,000 - $3,000
Hourly Rate:$200 - $350/hr
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