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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-09-2011
- Office Locations
- 1
Office Locations
About Compass Retirement, LLC
Compass Retirement, LLC (John Bubello, CFP®, CRPS®) provides fiduciary retirement planning and investment management for households age 50+ approaching or in retirement, typically with $1.5M+ in assets. Services include ongoing planning, tax and Social Security strategies, retirement income management, and estate/gifting planning. Works with clients nationwide remotely and clients deal directly with the advisor; portfolios primarily use public funds and ETFs.
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Owner & Executives
JOHN ROBERT BUBELLO
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, PRINCIPAL
- CRD
- #4901918
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,260,043 | $376,572 |
| Non-Discretionary | $12,837,318 | $1,283,732 |
| Total | $105,097,361 | $412,147 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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