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 seven consecutive years: 2019, 2020, 2021, 2022, 2023, 2024 and 2025

 

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 7 years