COMPREHENSIVE FINANCIAL PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$434,121,769
Discretionary
$429,779,861
Non-discretionary
$4,341,908
Firm details
- CRD number
- 110937
- SEC file number
- 801-55646
- Main office
- EAST PETERSBURG, PA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.LINKEDIN.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.