COMPREHENSIVE PLANNING ASSOCIATES, INC.
Doing business as THE WEALTH CONSERVATORY. SEC Form ADV profile.
Total regulatory AUM
$138,440,661
Discretionary
$138,440,661
Non-discretionary
$0
Firm details
- CRD number
- 115932
- SEC file number
- 801-132219
- Main office
- LEBANON, NH, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.