# The Wealth Conservatory

> 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.

- CRD: 115932
- Filed as: THE WEALTH CONSERVATORY
- Legal name: Comprehensive Planning Associates, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lebanon, NH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115932
- AdvisorCensus page: https://advisorcensus.com/firm/the-wealth-conservatory-lebanon-nh-115932

## Quick answers

**How is The Wealth Conservatory compensated?**
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).

**How much does The Wealth Conservatory charge?**
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.

**Where is The Wealth Conservatory located?**
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).

**Is The Wealth Conservatory registered with the SEC or a state?**
The Wealth Conservatory is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 115932.

**How much does The Wealth Conservatory manage?**
The Wealth Conservatory reports $138,440,661 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have The Wealth Conservatory's assets and staff changed since 2025?**
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.

**What types of clients does The Wealth Conservatory serve?**
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).

**Which custodians does The Wealth Conservatory use?**
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.

**Does The Wealth Conservatory 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/115932

**What changed in The Wealth Conservatory's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Flat fee: up to $15,000 (financial planning and consulting 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

- Hourly rate: up to $300 an hour (financial planning and/or consulting 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $138,440,661
- Discretionary: $138,440,661
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $21,397,705 |
| High net worth individuals | 58 | $115,274,665 |
| Charitable organizations | 3 | $1,768,291 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MO, NC, NH, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Livermore, CA
- Winston Salem, NC

### Websites listed on Form ADV (Item 1.I)
- [wealthconservatory.com](https://wealthconservatory.com)
- Facebook @WEALTHCONSERVATORY
- LinkedIn @THE-WEALTH-CONSERVATORY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $117,386,664 | 4 | April 9, 2025 |
| October 2026 | $138,440,661 | 4 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $117,386,664 to $138,440,661 (+18%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Wealth Conservatory (CRD 115932): Form ADV filing data as of October 2026.