{
  "crd_number": 115932,
  "slug": "the-wealth-conservatory-lebanon-nh-115932",
  "primary_business_name": "THE WEALTH CONSERVATORY",
  "legal_name": "COMPREHENSIVE PLANNING ASSOCIATES, INC.",
  "dbas": [],
  "city": "Lebanon",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "30150",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-20",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 138440661.0,
  "raum_discretionary": 138440661.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1768291.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 21397705.0,
      "count": 63
    },
    "high_net_worth_individuals": {
      "raum": 115274665.0,
      "count": 58
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MO",
    "NC",
    "NH",
    "TX",
    "VT"
  ],
  "websites": [
    "https://facebook.com/WEALTHCONSERVATORY",
    "https://linkedin.com/COMPANY/THE-WEALTH-CONSERVATORY",
    "https://wealthconservatory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115932",
  "city_as_filed": "LEBANON",
  "url": "https://advisorcensus.com/firm/the-wealth-conservatory-lebanon-nh-115932",
  "display_name": "The Wealth Conservatory",
  "summary": "The Wealth Conservatory is an SEC-registered investment advisory firm in Lebanon, NH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. The Wealth Conservatory (CRD 115932): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is The Wealth Conservatory compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Wealth Conservatory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does The Wealth Conservatory charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: up to $15,000 (financial planning and consulting services); Hourly rate: up to $300 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is The Wealth Conservatory located?",
      "a": "The Wealth Conservatory's principal office is in Lebanon, NH, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is The Wealth Conservatory registered with the SEC or a state?",
      "a": "The Wealth Conservatory is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 115932."
    },
    {
      "q": "How much does The Wealth Conservatory manage?",
      "a": "The Wealth Conservatory reports $138,440,661 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Wealth Conservatory's assets and staff changed since 2025?",
      "a": "In the Form ADV data for The Wealth Conservatory: Regulatory assets under management: $117,386,664 in the October 2025 data and $138,440,661 in the October 2026 data, up 18%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Wealth Conservatory serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (58); charitable organizations (3)."
    },
    {
      "q": "Which custodians does The Wealth Conservatory use?",
      "a": "The Wealth Conservatory'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."
    },
    {
      "q": "Does The Wealth Conservatory report any disciplinary disclosures?",
      "a": "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/115932"
    },
    {
      "q": "What changed in The Wealth Conservatory's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $117,386,664 to $138,440,661 (+18%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 117386664.0,
      "total_employees": 4,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 138440661.0,
      "total_employees": 4,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $117,386,664 to $138,440,661 (+18%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $15,000 (financial planning and consulting services)",
      "Hourly rate: up to $300 an hour (financial planning and/or consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $15,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "These fees are negotiable, but generally range up to $15,000 on a fixed fee basis and/or up to $300 on an hourly rate basis, depending upon the level and scope of the services"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $300 an hour (financial planning and/or consulting services)"
        ],
        "quotes": [
          "These fees are negotiable, but generally range up to $15,000 on a fixed fee basis and/or up to $300 on an hourly rate basis, depending upon the level and scope of the services"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 15000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning and/or consulting services"
        }
      ]
    },
    "quotes": [
      "These fees are negotiable, but generally range up to $15,000 on a fixed fee basis and/or up to $300 on an hourly rate basis, depending upon the level and scope of the services",
      "These fees are negotiable, but generally range up to $15,000 on a fixed fee basis and/or up to $300 on an hourly rate basis, depending upon the level and scope of the services"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/the-wealth-conservatory-lebanon-nh-115932.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 63,
      "fewer_than_5": false,
      "raum": 21397705.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 58,
      "fewer_than_5": false,
      "raum": 115274665.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 1768291.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115932",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}