A complete list of active advisors currently associated with Comprehensive Wealth Management

Warmer can help you find a great advisor at Comprehensive Wealth Management or one who fits your needs even better.

Comprehensive Wealth Management is an independent, single-advisor firm that serves individual clients, managing roughly $1.5 million for a very small client base of four households. The firm provides ongoing portfolio management and related financial planning services and charges advisory fees based on a percentage of assets, as disclosed in its Form ADV brochure. The brochure indicates the firm generally operates on a primarily non-discretionary basis, so clients retain final decision authority and the advisor executes transactions with client consent (see Item 16). Its advisory process emphasizes tailored portfolio recommendations and periodic account reviews rather than automated discretionary model management. The firm also discloses an affiliation as an insurance broker/agent (Item 10), meaning it offers insurance products in addition to investment advisory services — a feature that is less common among independent advisories. Coupled with its small scale and predominantly non-discretionary relationships, this creates a practice that integrates insurance offerings into a hands-on, client-directed advisory model.

To learn more about the advisors currently working at Comprehensive Wealth Management, 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.