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COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937 · SEC 801-55646
5995 LEMON STREET, EAST PETERSBURG, PA, 17520-1329, United States
Phone
717-569-6667
Fax
717-569-6466
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$434.1M
Discretionary AUM
$429.8M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 464 | $80.6M |
| High net worth individuals | 113 | $225.2M |
| Pension/profit sharing plans | 4 | $87.8M |
| Charitable organizations | 3 | $3.0M |
| Corporations/business entities | 8 | $37.5M |
States served
MD, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD