COMPERIO RETIREMENT CONSULTING, INC.

51 Kilmayne Drive
Suite 304
Cary, North Carolina 27511
Tel: 919-401-3500

About COMPERIO RETIREMENT CONSULTING, INC.

COMPERIO RETIREMENT CONSULTING, INC, formally registered with the SEC as COMPERIO RETIREMENT CONSULTING, INC. The firm was established in 05/30/2006. They have over 2 offices throughout the country.

COMPERIO RETIREMENT CONSULTING, INC. is a Cary, North Carolina based Financial Planning firm with nearly $1,900,000,000 assets under management, offering retirement planning & investment advisory services to 38 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140786
SEC#	801-66831
Assets Managed by Firm	$1,900,000,000
No. of Clients	38
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	38	$1,900,000,000
Pension and profit sharing plans	36	$1,900,000,000

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