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| Keyboard |
| Comprehensive Financial Planning Inc
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|---|---|
| CRD # | 110937 |
| SEC # | 801-55646 |
| CIK # | 0001287075 |
| AUM | 434.1 M (2026-05-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 717-569-6667 |
| Address | 5995 Lemon Street East Petersburg, PA 17520-1329 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 464 | 80.6 |
| (b) Individuals (high net worth individuals) | 113 | 225.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 87.8 |
| (h) Charitable organizations | 3 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 37.5 |
| (n) Other | 0 | 0.0 |
| Total | 592 | 434.1 |
| By Discretionary | ||
| Discretionary | 569 | 429.8 |
| Non-Discretionary | 23 | 4.3 |
| Total | 592 | 434.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 434.1 | |
| Total | 592 | 434.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| SC 13G | [0001287075] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | N/A |
| Comparable Firms | State | AUM |
|---|---|---|
|
Advisortrust Partners LLC
✚
|
NC | 435.3 M |
|
Murphy Middleton Hinkle & Parker Inc
✚
|
GA | 435.3 M |
|
VCI Wealth Management LLC
✚
|
MO | 435.3 M |
|
Family Capital Management Inc
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|
MI | 435.1 M |
|
Horrell Capital Management Inc
✚
|
AR | 435.1 M |
|
Sestante Wealth Management LLC
✚
|
CA | 433.9 M |
|
Plan A Wealth LLC
✚
|
NE | 433.8 M |
|
Align Financial LLC
✚
|
MN | 433.7 M |
|
Santori & Peters Inc
✚
|
PA | 433.5 M |
|
Robinswood Financial LLC
✚
|
WA | 433.3 M |