← Back to search
COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822 · SEC 801-31935
2919 UNITED FOUNDERS BLVD., OKLAHOMA CITY, OK, 73112, United States
Phone
405-879-1117
Fax
405-848-2079
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $115.8M |
| High net worth individuals | 7 | $60.1M |
States served
OK, TX
Official SEC filing: View on IAPD