Company Information

Get to know comprehensive planning, inc.

Founded in 1985, Comprehensive Planning, Inc. is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company provides a multi-generational approach to financial planning and investment management, serving a national client base of high-net-worth individuals, families, and business owners. Their mission is to offer objective, fiduciary advice to help clients achieve their long-term financial goals without the conflicts of interest associated with commission-based products.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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comprehensive planning, inc.

United States

Founded in

1981 (45 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.