A complete list of active advisors currently associated with Comprehensive Financial Planning Inc

Warmer can help you find a great advisor at Comprehensive Financial Planning Inc or one who fits your needs even better.

Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates and charitable organizations. Financial planning is offered only in conjunction with portfolio management rather than as a stand-alone service. The firm uses fundamental analysis to select individual stocks, bonds and, occasionally, mutual funds or ETFs, pursuing a value-oriented, long-term approach with typical holding periods of three to ten years. Portfolios are deliberately concentrated—generally 15–25 securities with the five largest positions often comprising 50% or more—and the manager prefers to invest in smaller, less liquid securities within a defined “circle of competence” when appropriate. Compared with many solo independent advisors, the firm manages over $100 million for a relatively small client base, producing a high assets-per-client ratio and a small, personalized roster of relationships. The combination of discretionary-only management, a concentrated, value-focused stock-picking approach, and the practice of bundling limited planning with investment management distinguishes the firm from peers that more commonly use broader diversified funds or offer standalone planning.

To learn more about the advisors currently working at Comprehensive Financial Planning Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.