# Comprehensive Financial Planning Inc

> Comprehensive Financial Planning Inc is a state-registered investment advisory firm, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 109772
- Filed as: COMPREHENSIVE FINANCIAL PLANNING INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109772
- AdvisorCensus page: https://advisorcensus.com/firm/comprehensive-financial-planning-inc-109772

## Quick answers

**How is Comprehensive Financial Planning Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Comprehensive Financial Planning Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Comprehensive Financial Planning Inc registered with the SEC or a state?**
Comprehensive Financial Planning Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 109772.

**How much does Comprehensive Financial Planning Inc manage?**
Comprehensive Financial Planning Inc reports $102,593,833 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Comprehensive Financial Planning Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (25); individuals (other than high net worth individuals) (5).

**Does Comprehensive Financial Planning Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109772

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $102,593,833
- Discretionary: $102,593,833
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,490,425 |
| High net worth individuals | 25 | $100,103,408 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comprehensive Financial Planning Inc (CRD 109772): Form ADV filing data as of October 2026.