COMPREHENSIVE FINANCIAL PLANNING, INC.

5995 Lemon Street
East Petersburg, Pennsylvania 17520-1329
Tel: 717-569-6667

About COMPREHENSIVE FINANCIAL PLANNING, INC.

COMPREHENSIVE FINANCIAL PLANNING, INC, formally registered with the SEC as COMPREHENSIVE FINANCIAL PLANNING, INC. The firm was established in 07/10/1998. They have over 1 offices throughout the country.

COMPREHENSIVE FINANCIAL PLANNING, INC. is a East Petersburg, Pennsylvania based Financial Planning firm with nearly $363,150,497 assets under management, offering retirement planning & investment advisory services to 556 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110937
SEC#	801-55646
Assets Managed by Firm	$363,150,497
No. of Clients	556
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	556	$363,150,497
Individuals (other than high net worth individuals)	434	$64,364,864
High net worth individuals	110	$182,393,964
Pension and profit sharing plans	5	$78,641,251
Charitable organizations	2	$28,048,319
Corporations or other businesses	5	$9,702,099

More Retirement Planning firms in East Petersburg, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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