RIA Intel›Advisers›Oklahoma›COMPREHENSIVE FINANCIAL PLANNING INC

COMPREHENSIVE FINANCIAL PLANNING INC

Advisory

N·OKLAHOMA CITY, OK

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$176M
1-Year AUM Growth
+11.7%
3-Year CAGR
+4.9%
Employees
2
Assets Under Management
Total AUM$176M
Discretionary AUM$0
Non-Discretionary AUM$176M
Discretionary %0%
Total Clients104
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record31
First FilingFeb 8, 2001
Latest FilingMar 11, 2026
🔒 Full AUM trend chart and 31 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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