Comprehensive Advisors, LLC
Firm details
- Headquarters
- Lansdale, Pennsylvania
- CRD number
- 289316
- Website
- www.comprehensiveadvisor.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Comprehensive Advisors, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individual and family clients and offers financial planning services as its primary advisory activity. Its fee model is non-assets-under-management: the firm charges hourly fees and fixed fees rather than percentage-based advisory fees. FINTRX data indicates the firm is not a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Robert Fink
Financial AdvisorCRD 2500226

Timothy Waite
Financial AdvisorCRD 2254265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lansdale, PA
Montgomery
Location
Lansdale, PA
Headquartered in Lansdale, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1110 N Broad St
- Time zone
- ET (UTC-5)
- Office locations
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