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.

Founded in

United States