RIA Intel›Advisers›Pennsylvania›COMPREHENSIVE FINANCIAL PLANNING, INC.

COMPREHENSIVE FINANCIAL PLANNING, INC.

Advisory

Y·EAST PETERSBURG, PA

Data as of May 19, 2026 · Source: SEC Form ADV

Total AUM
$434M
1-Year AUM Growth
+15.5%
3-Year CAGR
+16.4%
Employees
6
Assets Under Management
Total AUM$434M
Discretionary AUM$430M
Non-Discretionary AUM$4M
Discretionary %99%
Total Clients578
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingApr 30, 2001
Latest FilingMay 19, 2026
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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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