Comprehensive Financial Planning, Inc.
● SEC registered since 1998CRD 110937SEC# 801-55646East Petersburg, PA
Reg. AUM
$434.1M
Employees
6
Accounts
592
Location
East Petersburg, PA
Comprehensive Financial Planning, Inc. assets under management
Comprehensive Financial Planning, Inc. is an investment advisory firm registered with the SEC based in East Petersburg, PA. The firm has been registered since 1998. It reports $434.1 million in regulatory assets under management and employs 6 people.
Comprehensive Financial Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard John Walters Control | President & Chief Compliance Officer & Super Account Administrator | Over 75% | 1995 |
Frequently asked questions
How much does Comprehensive Financial Planning, Inc. manage?
Comprehensive Financial Planning, Inc. reports $434.1 million in regulatory assets under management on its Form ADV.
How many employees does Comprehensive Financial Planning, Inc. have?
Comprehensive Financial Planning, Inc. reports 6 employees.
Where is Comprehensive Financial Planning, Inc. located?
Comprehensive Financial Planning, Inc. is based in East Petersburg, PA and has been SEC-registered since 1998.
Does Comprehensive Financial Planning, Inc. disclose fund performance?
Comprehensive Financial Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5995 Lemon Street, East Petersburg, PA 17520-1329 |
| Phone | 717-569-6667 |
| Fax | 717-569-6466 |
| Office hours | 9:00 a.m.. To 4:00 p.m.. Est |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$434.1M▲ 4%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$434.1Mregulatory AUM
Discretionary $429.8MNon-discretionary $4.3M