Comprehensive Financial Planning Inc

Overview

Comprehensive Financial Planning Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates as an individual-owned corporation and manages client relationships on a discretionary basis, charging a percentage-of-AUM fee. Its client base is concentrated on high-net-worth individuals and families, reflected in a relatively small client roster and high average client and account sizes. Investment activity shows a clear tilt toward equities and exchange-traded instruments. The firm reports a preference for exchange-traded equities as its primary vehicle, suggesting a focus on liquid, tradable exposure—both individual stocks and ETFs—rather than a broad allocation to illiquid strategies. The adviser does not identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices