Overview
Assets Under Management: $243 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 13
Average Client Assets: $8 million
Frequently Asked Questions
COMPREHENSIVE FINANCIAL PLANNING CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107549), COMPREHENSIVE FINANCIAL PLANNING CORPORATION is subject to fiduciary duty under federal law.
COMPREHENSIVE FINANCIAL PLANNING CORPORATION is headquartered in RICHMOND, VA.
COMPREHENSIVE FINANCIAL PLANNING CORPORATION serves 13 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, COMPREHENSIVE FINANCIAL PLANNING CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
COMPREHENSIVE FINANCIAL PLANNING CORPORATION manages $243 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, COMPREHENSIVE FINANCIAL PLANNING CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.30
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 179
Non-Discretionary Accounts: 179
Regulatory Filings
CRD Number: 107549
Filing ID: 1964209
Last Filing Date: 2025-03-26 12:04:00
Website: https://highstonegroup.com