John Bubello
Compass Retirement · Old Saybrook, Connecticut
John Bubello is a fee-only financial advisor at Compass Retirement in Old Saybrook, Connecticut, who holds the CFP credential. John charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (0.83% a year on the first tier of assets managed and a $1,500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Compass Retirement |
|---|---|
| Based in | Old Saybrook, Connecticut |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | 0.83% a year on the first tier of assets managed · A $1,500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $105.1M across 255 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, FL, MD, NC · CRD 4901918 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | compass-retirement.com |
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Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Bubello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Compass Retirement reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does John charge?
According to Compass Retirement's website, checked October 30, 2026: 0.83% a year on the first tier of assets managed; a $1,500,000 asset minimum.
Does John work with clients virtually?
Yes. Compass Retirement says on its website that it works with clients remotely.
Where is John Bubello based?
John Bubello is based in Old Saybrook, Connecticut.
What does John specialize in?
John's specialties include retirement planning, tax planning and estate & legacy planning. John works with retirees and pre-retirees.
What credentials does John Bubello hold?
John Bubello holds the CFP credential.
Is John Bubello registered with the SEC?
Yes. John Bubello is registered as an investment adviser representative in CT, FL, MD and NC (CRD 4901918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Compass Retirement manage?
Compass Retirement reports $105.1M across 255 accounts in assets under management.
How do I contact John Bubello?
Through John's website, compass-retirement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Compass Retirement website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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