COMPREHENSIVE FINANCIAL PLANNING INC
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 109822
- Registered since
- May 19, 1988
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals65.83%
- HNWI34.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Comprehensive Financial Planning Inc. is an independent registered investment adviser formed in 1988 that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm is owned by an individual and operates on a fee model that combines a percentage of assets under management with hourly billing. It does not present itself as a capital allocator or a pension consultant and is not an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents42%
- Exchange Traded Equities39%
- Other19%
Contacts
1 of 1DAVID EVANS
PresidentCRD 1060172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 2919 United Founders Blvd
- Time zone
- CT (UTC-6)
- Office locations
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