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COMPREHENSIVE WEALTH PLANNING, LLC

Advisory

KS

Data as of Jan 13, 2026 · Source: SEC Form ADV

Average account
$94K
across 138 accounts
AUM per adviser
$13M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 13, 2026.

Total AUM
$13M
Discretionary %
100%
Clients
60
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients60
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKS, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KS

Closest by assets under management. All figures from Form ADV.

CPAI, CO.
WICHITA, KS
$14M
-49.1% 1Y
R L CAPITAL, LLC
OVERLAND PARK, KS
$12M
CENTRAL STATES CAPITAL MARKETS, LLC
PRAIRIE VILLAGE, KS
$14M
-81.0% 1Y
THE LEGACY PLANNING GROUP LLC
OVERLAND PARK, KS
$14M
AMERICAN FREEDOM INVESTMENTS, LLC
WICHITA, KS
$14M
INTRUST BROKERAGE INC.
WICHITA, KS
$12M

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