Comprehensive Financial Planning Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning — including income tax and estate planning, fringe benefit and business-continuity planning — and investment supervisory services to individuals (including high-net-worth clients), trusts, estates, foundations, pension and profit-sharing plans, charitable organizations, and small businesses. It manages about $176 million across 328 portfolio accounts for roughly 100 clients and tailors asset allocations to each client’s goals and restrictions.
The investment approach emphasizes preservation of capital weighed against return, with allocations that generally favor exchange-traded equities, high-quality fixed income, and cash equivalents and that do not involve frequent trading. The firm uses technical and fundamental research, reviews accounts at least quarterly with written reports, and, by policy, seeks client approval before executing trades rather than routinely trading without prior consent.
Noteworthy operational features include that, despite account agreements that provide trading authorization, the firm maintains a practice of obtaining client approval for each trade, resulting in primarily non-discretionary management of assets — an arrangement that is uncommon among peers. The firm also administers many separate portfolios per client (e.g., multiple trust, retirement, and estate accounts) and directs employee personal trading accounts to be maintained under the custodian master account, reflecting a tightly controlled operational relationship with its chosen custodian.
Client services
Expertise
Fee options
$0+: 0.10% of asset value allocated to cash/cash equivalents $0+: 0.25% of asset value allocated to fixed-income mutual funds or income-seeking investments $0+: 1.00% of asset value allocated to common stock and stock mutual funds or capital appreciation investments
$150.00 per hour for financial planning services
Account minimum: $50,000 Minimum fee: Minimum annual fee of $500 per year, including a one-time non-refundable setup fee of $250 for new clients Fee-only: Financial planning fees charged hourly at $150 per hour, typically ranging from $1,000 to $5,000 per comprehensive plan
Main office
2919 United Founders Blvd.
Oklahoma City OK 73112
Advisors at this office
1
Most active in
Oklahoma · 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")