# Comprehensive Financial Planning Inc

> Comprehensive Financial Planning Inc is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 1988, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 109822
- Filed as: COMPREHENSIVE FINANCIAL PLANNING INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oklahoma City, OK
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109822
- AdvisorCensus page: https://advisorcensus.com/firm/comprehensive-financial-planning-inc-oklahoma-city-ok-109822

## 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; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Comprehensive Financial Planning Inc located?**
Comprehensive Financial Planning Inc's principal office is in Oklahoma City, OK, according to its Form ADV.

**Is Comprehensive Financial Planning Inc registered with the SEC or a state?**
Comprehensive Financial Planning Inc is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 109822.

**How much does Comprehensive Financial Planning Inc manage?**
Comprehensive Financial Planning Inc reports $175,954,952 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**How have Comprehensive Financial Planning Inc's assets and staff changed since 2021?**
In the Form ADV data for Comprehensive Financial Planning Inc: Regulatory assets under management: $149,188,170 in the October 2021 data and $175,954,952 in the October 2026 data, up 18%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Comprehensive Financial Planning Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (7).

**Which custodians does Comprehensive Financial Planning Inc use?**
Comprehensive Financial Planning Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**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 SEC record: https://adviserinfo.sec.gov/firm/summary/109822

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $175,954,952
- Discretionary: $0
- Non-discretionary: $175,954,952

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $115,834,680 |
| High net worth individuals | 7 | $60,120,272 |

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

### Firm details
- Registered since: 1988 (38 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $149,188,170 | 1 | July 29, 2021 |
| October 2022 | $171,654,780 | 3 | March 25, 2022 |
| October 2023 | $154,032,345 | 3 | March 28, 2023 |
| October 2024 | $172,079,229 | 3 | March 25, 2024 |
| October 2025 | $182,508,765 | 3 | March 18, 2025 |
| October 2026 | $175,954,952 | 2 | March 11, 2026 |

Regulatory assets under management: $149,188,170 in the October 2021 data and $175,954,952 in the October 2026 data, up 18%.
Total employees: 1 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Comprehensive Financial Planning Inc (CRD 109822): Form ADV filing data as of October 2026.