Complete Financial Planning,inc.
CRD 124888SEC# 801-108975
No longer SEC-registered. Complete Financial Planning,inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$32M
Employees
1
Accounts
85
Location
—
Complete Financial Planning,inc. assets under management
Complete Financial Planning,inc. is an SEC-registered investment adviser. It reports $32 million in regulatory assets under management and employs 1 people.
Complete Financial Planning,inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caryn L. Kolinsky Control | Secretary | 10-25% | 1987 |
| Keith J. Kolinsky Control | Cco And President | Over 75% | 1987 |
Frequently asked questions
How much does Complete Financial Planning,inc. manage?
Complete Financial Planning,inc. reports $32 million in regulatory assets under management on its Form ADV.
How many employees does Complete Financial Planning,inc. have?
Complete Financial Planning,inc. reports 1 employees.
Does Complete Financial Planning,inc. disclose fund performance?
Complete Financial Planning,inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$32M▼ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$32Mregulatory AUM
Discretionary $31.8MNon-discretionary $244K