A complete list of active advisors currently associated with Compass Retirement, LLC

Warmer can help you find a great advisor at Compass Retirement, LLC or one who fits your needs even better.

The firm serves individuals and high-net-worth clients with customized financial planning and discretionary portfolio management, and it also provides consulting services to retirement plan sponsors along with participant education. It operates as a single-advisor practice and delivers services under written engagement agreements. Investment advice emphasizes diversified, asset-class allocations implemented primarily with mutual funds and ETFs and guided by Modern Portfolio Theory, with portfolios monitored and periodically rebalanced and tax-loss-harvesting recommendations made as appropriate. Financial planning engagements may be modular or comprehensive and are offered on hourly, fixed-project, or ongoing retainer bases according to client needs. Notable distinctions include a focused practice serving pension and profit-sharing plan clients and providing pension consulting and participant seminars — the firm discloses advising approximately $167 million in retirement-plan assets in addition to its registered AUM. The firm’s principal holds retirement-focused professional credentials (CFP® and CRPS®) and the firm recently transitioned to SEC registration, factors that may be relevant to prospective institutional and retirement-focused clients.

To learn more about the advisors currently working at Compass Retirement, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Bubello	Old Saybrook, CT	21

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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