COMPREHENSIVE FINANCIAL PLANNING INC

Company Profile

As of Date 05/19/2026
ADV Location United States, OK / United States, PA
Websites
AUM* 712,670,554 13%
of that, discretionary 532,373,694 25%
Number of Employees 9 -10%
of those in investment advisory functions 9
Private Fund GAV* 0
Avg Account Size 709,831 67%
High Net Worth 20.08% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Recent News

Reported AUM

384M 329M 274M 219M 165M 110M 55M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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