Comperio Retirement Consulting, Inc. – Comperio is an independent retirement plan and investment consulting firm.

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 all clients on a flat dollar fee. We begin with a comprehensive fiduciary process and tailor it to fit your specific needs.

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CLIENT-FOCUSED

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CONFLICT-FREE

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Experienced

Com●pe●ri●o

PRONOUNCED /kOMˈPE.RI.Ō/
Latin: to disclose fully, find out with certainty

Industries We Serve

Manufacturing

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



Scott Fremer, CEBS

Director



Jarrott Heath, CFA®

Director of Investments



Brian Spradling

Vice President of Operations

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

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

Independence× Customization –––––––––––––––––––––FavorableParticipantOutcome

Independence× Customization –––––––––––––––––––––TrustedBusiness Partner