COMPREHENSIVE FINANCIAL PLANNING INC

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

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 Status	Approved
Firm CRD#	109822
SEC#	801-31935
Assets Managed by Firm	$172,079,229
No. of Clients	337
No. of Advisors	3

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 Clients	AUM
Firm Total	337	$172,079,229
Individuals (other than high net worth individuals)	95	$113,804,861
High net worth individuals	7	$58,274,368

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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
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