Comprehensive Money Management Services LLC

Overview

Comprehensive Money Management Services LLC is an independent, individual-owned Registered Investment Adviser that began SEC registration in 2025. The firm concentrates its advisory effort on direct portfolio management and financial planning for both high-net-worth individuals and institutional clients. Its portfolio posture is equity-first: exchange-traded equities and managed equity sleeves form the core of client allocations, supplemented by mutual funds and annuities for diversification and income. The firm does not position itself as an active ESG investor and does not operate as a capital allocator running proprietary funds; instead it selects third-party managers where specialized exposure is needed. Service delivery mixes percentage-of-AUM billing with hourly and fixed-fee engagements, reflecting a hybrid model that supports ongoing discretionary management as well as project-based planning work. The firm also maintains a regulatory footprint focused on a single state and modest institutional work alongside its individual and family clients.

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Location & Offices