Comprehensive Planning Associates, Inc.
● SEC registered since 2025CRD 115932SEC# 801-132219Lebanon, NH
Reg. AUM
$138.4M
Employees
4
Accounts
359
Location
Lebanon, NH
Comprehensive Planning Associates, Inc. assets under management
Comprehensive Planning Associates, Inc. is an SEC-registered investment adviser based in Lebanon, NH. The firm has been registered since 2025. It reports $138.4 million in regulatory assets under management and employs 4 people.
Comprehensive Planning Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Calhoun Johnson | Chief Compliance Officer | Under 5% | 2025 |
| John Jay Hutchins Control | President | Over 75% | 1994 |
Frequently asked questions
How much does Comprehensive Planning Associates, Inc. manage?
Comprehensive Planning Associates, Inc. reports $138.4 million in regulatory assets under management on its Form ADV.
How many employees does Comprehensive Planning Associates, Inc. have?
Comprehensive Planning Associates, Inc. reports 4 employees.
Where is Comprehensive Planning Associates, Inc. located?
Comprehensive Planning Associates, Inc. is based in Lebanon, NH and has been SEC-registered since 2025.
Does Comprehensive Planning Associates, Inc. disclose fund performance?
Comprehensive Planning Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 29 School Street, Lebanon, NH 03766 |
| Phone | 800-472-1844 |
| Fax | 603-448-0276 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.4M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$138.4Mregulatory AUM
Discretionary $138.4M