SEC Form ADV

COMPREHENSIVE FINANCIAL PLANNING, INC.

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

Registered Investment AdviserPA
$434.1M
Assets Under Management
592
Total Clients
6
Employees
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Registration Details

Accession
crd-110937
Location
EAST PETERSBURG, PA
Filing Date
May 19, 2026
AUM
$434.1M
Total Clients
592
Institutional Clients
7
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

COMPREHENSIVE FINANCIAL PLANNING, INC. is a registered investment adviser headquartered in EAST PETERSBURG, PA, managing approximately $434.1M in assets across 592 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.