9AT: COMPREHENSIVE FINANCIAL PLANNING INC

COMPREHENSIVE FINANCIAL PLANNING INC

COMPREHENSIVE FINANCIAL PLANNING INC

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Adviser Profile

As of Date	03/11/2026
Registration	SEC, Approved, 05/19/1988
ADV Location	OKLAHOMA CITY, OK, United States
Contact Info	405 xxxxxxx

AUM^*	175,954,952 2%
of that, discretionary	0
Number of Employees	2 -33%
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	536,448 5%
% High Net Worth	7.00% 2%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

183M 156M 130M 104M 78M 52M 26M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Comprehensive Financial Planning, Inc., was founded in 1990 by David K. Evans who previously worked in various insurance and financial services roles before opening his own financial planning firm. CFP is an Oklahoma corporation, does not have any subsidiaries and is wholly owned by Mr. Evans. CFP provides comprehensive financial plans including Personal Income Tax and Investment Planning, Fringe Benefit Planning, Business Continuity Planning, and Estate Planning. CFP also provides investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, pension and profit-sharing plans, and other small businesses. We tailor our asset allocations to each individual client based on their investment goals and restrictions. We

generally seek to invest in exchange- traded equities as well as high-quality fixed income securities and cash/cash equivalents. We may also provide advice on variable life insurance, variable annuities, mutual fund shares, and closed-end funds, among other securities where appropriate for the client. As of December 31, 2023, CFP managed $172,079,229 in assets in 337 portfolio accounts. CFP technically manages accounts on a discretionary basis as the agreement with its primary custodian provides general and block trading authority. However, it is CFP’s policy not to execute any trade in a client account without first obtaining permission from the client or their duly appointed representative. Approval may be given orally over the phone, or via email.