Comprehensive Financial Advisers

Overview

Comprehensive Financial Advisers is a sole proprietorship run by an individual owner that provides financial planning and sells financial products through brokerage and insurance channels. The firm’s advisory activity is limited to financial planning services rather than discretionary portfolio management. Its revenue model is fee-based on hourly charges and fixed fees, and it also operates as a registered representative of a broker-dealer and as an insurance broker and other financial product salesperson. The firm maintains state registrations in Delaware, New Jersey and Pennsylvania. It is not designated as a capital allocator and does not identify as an ESG investor. Its classification is listed as unclassified and it is not positioned as a multi-state registered adviser, pension consultant, related adviser, or newly formed adviser.

Investments & Alternatives