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COMPREHENSIVE FINANCIAL PLANNING INC

2919 United Founders Blvd.
Oklahoma City, Oklahoma 73112
Tel: 405-879-1117

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About COMPREHENSIVE FINANCIAL PLANNING INC

COMPREHENSIVE FINANCIAL PLANNING INC, formally registered with the SEC as COMPREHENSIVE FINANCIAL PLANNING INC. The firm was established in 05/19/1988. They have over 1 offices throughout the country.

COMPREHENSIVE FINANCIAL PLANNING INC is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $172,079,229 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109822
SEC#801-31935
Assets Managed by Firm$172,079,229
No. of Clients337
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total337$172,079,229
Individuals (other than high net worth individuals)95$113,804,861
High net worth individuals7$58,274,368

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