COMPREHENSIVE FINANCIAL CONSULTANTS

Overview

Comprehensive Financial Consultants is an independent registered investment adviser organized as a limited liability company. The firm positions itself as a multi-service advisory practice that combines financial planning, portfolio management for individuals and small businesses, and pension consulting alongside an insurance brokerage offering. Its client base mixes individual and family relationships with some institutional work, and the firm bills using a mix of percentage-of-AUM fees, hourly charges and fixed fees. Investment activity favors publicly traded equities delivered through exchange-traded vehicles, supplemented by select fixed-income exposure and allocations to externally managed alternative strategies. The firm does not identify as an active ESG investor and is not set up as a capital allocator; instead it relies on third-party managers for real asset and commodity exposures while managing the bulk of client portfolios on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices