Independence
× Customization
–––––––––––––––––––––
Best in
Class Service

Independence
× Customization
–––––––––––––––––––––
Exceeding Client
Expectations

Independence
× Customization
–––––––––––––––––––––
Favorable
Participant
Outcome

Independence
× Customization
–––––––––––––––––––––
Trusted
Business Partner

The Comperio Advantage
As a leading independent retirement plan consulting firm, we deliver conflict-free professional advice for clients. We begin with a comprehensive fiduciary process and tailor it to fit your specific needs.

CLIENT-FOCUSED

CONFLICT-FREE

Experienced

Com●pe●ri●o
PRONOUNCED /kOMˈPE.RI.Ō/
Latin: to disclose fully, find out with certainty
Industries We Serve

Manufacturing

manufacturing industry

Healthcare

Logistics & Distribution

Accounting / Finance

Tourism

Automotive

Environmental

Architectural Design & Development

Hi-Tech

Business Services

Construction

Legal

Executive Team

James Sotell, AIF®

Managing Director, Founder

Jarrott Heath, CFA®, CAIA

Director of Investments

Brian Spradling

Vice President of Operations
Location

North Carolina:
Cary, North Carolina
Phone: 919-401-3500

In the News

National Association of Plan Advisors (NAPA) has named Comperio Retirement Consulting one of the Top DC Advisor Teams for eight consecutive years (2019–2026)

 

Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants in the United States according to Pension & Investments (P&I) for the past 8 years