COMPREHENSIVE FINANCIAL PLANNING, INC.

RIASEC RegisteredEst. 1998

Total AUM

$434M

Discretionary

$430M

99% of AUM

Avg account

$733K

Accounts

592

Employees

Advisory reps

Firm details

Headquarters: EAST PETERSBURG, Pennsylvania
CRD number: 110937
Registered since: July 10, 1998
Website: www.compcos.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI51.87%
Pension & Profit Sharing Plans20.23%
Individuals18.57%
Corporations / Businesses8.64%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Comprehensive Financial Planning, Inc. is an independent, SEC-registered RIA that has been operating since 1998. The firm is owned by an individual and advises both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm also acts as an insurance broker. Compensation is a mix of asset-based fees and hourly charges. Comprehensive Financial Planning, Inc. is not positioned as a capital allocator; rather it deploys third-party managers and pooled vehicles alongside traditional public funds. The firm does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.