SEC Form ADV

COMPREHENSIVE FINANCIAL PLANNING INC

Firm profile: Comprehensive Financial Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOK
$176.0M
Assets Under Management
328
Total Clients
2
Employees
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Registration Details

Accession
CRD-109822
Location
OKLAHOMA CITY, OK
Filing Date
March 11, 2026
AUM
$176.0M
Total Clients
328
Employees
2
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

COMPREHENSIVE FINANCIAL PLANNING INC is a registered investment adviser headquartered in OKLAHOMA CITY, OK, managing approximately $176.0M in assets across 328 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.