Comprehensive Financial Planning for Doctors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee‑only comprehensive financial planning and related advisory services to individuals, including physicians and other professionals, addressing matters such as retirement planning, tax and cash‑flow planning, employee benefits, estate planning, and small business planning. Engagements are offered as standalone financial plans or as annual ongoing agreements, with meetings conducted nationally and often virtually.
The firm’s investment guidance emphasizes passive, low‑cost vehicles (ETFs, index mutual funds, and publicly traded REITs), strategic asset allocation, diversification, and periodic rebalancing, and it does not accept discretionary investment management or custody of client assets. Rather than charging a percentage of assets under management, the firm uses an income‑based fee approach and bills on a fixed schedule tied to the engagement type.
Compared with many peers in its registration category, the firm is notable for offering free educational seminars and webinars on financial literacy and for explicitly serving individual (including non‑high‑net‑worth) clients despite being identified in an investment‑manager grouping where that is uncommon. The principal’s combined medical training and advanced financial credentials inform the practice’s orientation toward physician clients and related employee‑benefit, tax, and small‑business planning needs.
Client services
Expertise
Occupation focus
Fee options
Minimum fee: Standalone Agreements minimum fee: $6,000 for single clients, $9,000 for legally married clients; Ongoing Agreements minimum annual fee: $4,000/year for single clients, $6,000/year for legally married clients. Fee-only: Fees calculated as 2% (0.02) of Adjusted Gross Income based on most recent federal income tax return; minimum fees apply as stated above; fees are not negotiable.
Main office
Frisco TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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