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

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

Comprehensive Planning, Inc. advises individuals and small businesses on mutual funds, variable annuities and variable life products, and offers a broad suite of individual insurance products including health, disability, dental, vision, long‑term care and fixed annuities. The firm places investments with mutual fund and insurance companies and operates as a branch of a broker‑dealer. Recommendations are developed from client‑provided information about goals, existing investments, financial capacity, age, experience and risk tolerance, and portfolios are reviewed periodically or at the client’s request. The firm does not exercise investment discretion and does not charge advisory fees or participate in wrap programs; instead, it is compensated by commissions paid by insurance companies and its broker‑dealer. Noteworthy aspects include its dual role as a licensed insurance agency and as a branch of a securities firm, and its reliance on commission compensation rather than percentage‑of‑assets advisory fees, which differs from the typical investment‑manager model. It does not require clients to sign investment advisory contracts, allows clients to purchase recommended products through other firms, and uses third‑party custodians for account statements.

To learn more about the advisors currently working at Comprehensive 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.