Comprehensive Financial Planning Inc
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Overview
Comprehensive Financial Planning Inc operates as a financial advisory firm that has its headquarters in Oklahoma City, Oklahoma. It oversees $154.0 million in assets across 344 client accounts, making it a mid-tier firm in the United States by assets under management (AUM). The firm has a small group, including 2 financial advisors. Comprehensive Financial Planning Inc does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.
Comprehensive Financial Planning Inc administers zero of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell choices for the client's account without needing to seek the client's permission. It also oversees 344 non-discretionary accounts totaling $154.0 million in assets. The company's average account size is $447,768. The average financial advisor at Comprehensive Financial Planning Inc administers about 172 client accounts.
The company's central office is at 2919 United Founders Blvd., Oklahoma City, Oklahoma 73112. It is allowed to serve customers across a few states, including Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Comprehensive Financial Planning Inc by the Numbers
$154.0 million
3
344
$447.8 thousand
Products and Services
Financial services that Comprehensive Financial Planning Inc offers include financial planning services and portfolio management for individuals and small businesses. In the past financial year, the firm provided financial planning services to 1-10 of its clients. The firm is engaged in selling products or offering services other than investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically depend on which services are offered. Fees charged by the company can consist of the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 344 accounts, Comprehensive Financial Planning Inc's biggest client by number of accounts is retail investors, but it also manages money for six high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 5.94%
- Other Individuals - 94.06%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Comprehensive Financial Planning Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Comprehensive Financial Planning Inc
Oklahoma City, OK
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