Comperio Retirement Consulting, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$350/hr

“Services are charged on an hourly basis, ranging from $200 to $350 per hour, depending on the nature and complexity of the client's circumstances and upon mutual agreement with the client.”

Flat or project fee

$1,000⁠-⁠$3,000

“As a fixed fee, typically ranging from $1,000 to $3,000. 2.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Comperio Retirement Consulting, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In certain circumstances, fees may be negotiable depending on the total level of services agreed to between COMPERIO and the client and the number of plan participants.”
• “Upon termination of any account, any prepaid, unearned fees will be 3 promptly refunded, and any earned, unpaid fees will be due and payable.”
• “Clients will be billed in advance each calendar quarter.”

How Comperio Retirement Consulting, Inc.’s fees compare

• Its hourly rate of $200-$350 spans the North Carolina median of $300. 45% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 6 of the 9 other planners in Cary that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the North Carolina median of $4,800. 20% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 3 of the 13 other planners in Cary that publish a flat or project fee charge less.

About Comperio Retirement Consulting, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Employees

4

Works with

Pension and profit sharing plans

Services reported to regulators

Financial planning, pension consulting, and selecting other advisers

Assets managed

$1,985,229,783

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

140786

Website

linkedin.com/company/comperioretirementconsulting (opens in new tab)

Phone

(919) 401-3500

Can advise clients in 3 states: North Carolina, South Carolina, Virginia

Other planners in Cary that publish fees

• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• Artifex Advisory Group, Inc.Cary$200/hr, $1,000⁠-⁠$5,000
• Awaken Financial Designs LLCCary$250/hr, $2,000⁠-⁠$5,000
• Brodie Wealth ManagementCaryUp to $25,000, $500⁠-⁠$12,500/qtr
• Cary Financial Planning, LLCCary$1,000⁠-⁠$50,000, $1,000⁠-⁠$50,000/yr
• Eustace AdvisorsCary$200/hr, $2,000

Compare all 21 planners in Cary