Founded in 1983, Comprehensive Planning Corp is a US-based financial services firm that operates as a Registered Investment Advisor (RIA). The company is committed to a "fee-only" model, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties, which aligns with its fiduciary duty to act in clients' best interests. They offer a range of services including investment management, retirement planning, estate planning, and insurance analysis to individuals, families, and small business owners.

Founded in

United States