# Comprehensive Planning, Inc.

> Comprehensive Planning, Inc. is a state-registered investment advisory firm, registered since 1989, with no regulatory assets under management reported in its Form ADV filing dated September 16, 2019.

- CRD: 123352
- Filed as: COMPREHENSIVE PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: September 16, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123352
- AdvisorCensus page: https://advisorcensus.com/firm/comprehensive-planning-inc-123352

## Quick answers

**How is Comprehensive Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Comprehensive Planning, Inc. reports these compensation arrangements: commissions.

**Is Comprehensive Planning, Inc. registered with the SEC or a state?**
Comprehensive Planning, Inc. is a state-registered investment advisory firm, registered since 1989. Status as filed: APPROVED. CRD 123352.

**Does Comprehensive 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/123352

## From the Form ADV filing

### Compensation (Item 5.E)
- Commissions

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Other

### Firm details
- Registered since: 1989 (37 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- 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 Planning, Inc. (CRD 123352): Form ADV filing data as of October 2026.