Comprehensive Wealth Planning, LLC

Overview

Comprehensive Wealth Planning, LLC is a small, independent registered investment adviser that focuses on advice for individuals and families. The firm combines portfolio management with financial planning and client education, and it also operates with insurance brokerage and law-firm affiliations that feed into its holistic planning offering. Service delivery appears oriented toward hands-on relationships—fee structures include percentage of AUM, hourly engagements and fixed-fee arrangements—allowing flexibility for both ongoing asset management and one-off planning work. Investment activity centers heavily on publicly traded equities, with the firm expressing a clear preference for exchange-traded exposures as the primary building block of client portfolios. The adviser is not an active ESG investor and does not position itself as a multi-state or pension consultant. Educational seminars and workshops are part of the client engagement mix, indicating an emphasis on financial literacy and ongoing client communication.

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Location & Offices