Comprehensive Financial Planning, Inc.
Comprehensive Financial Planning, Inc. is an SEC-registered mass-market adviser in East Petersburg, PA with $434.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Comprehensive Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110937, SEC 801-55646, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $434.1M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Location
- East Petersburg, PA
- Employees
- 6
- Clients
- 592
- CRD
- 110937
- Ownership
- WALTERS, RICHARD, JOHN
How much AUM does Comprehensive Financial Planning, Inc. have?
Comprehensive Financial Planning, Inc. reported $434.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Comprehensive Financial Planning, Inc.?
Disclosed owners and executives of Comprehensive Financial Planning, Inc. include WALTERS, RICHARD, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.