A complete list of active advisors currently associated with Comprehensive Wealth Management Group, LLC
Warmer can help you find a great advisor at Comprehensive Wealth Management Group, LLC or one who fits your needs even better.
Comprehensive Wealth Management Group serves individual clients and small-to-medium businesses, offering financial planning, education and college-planning services, and consulting. The firm prepares analyses and recommendations based on client‑provided financial information but does not maintain or manage custody of client assets; clients may purchase securities or insurance products through an affiliated broker‑dealer. The firm gathers client goals, time horizon and risk tolerances via questionnaires and designs recommended portfolios or plans to match those factors, with portfolio considerations described in terms of alpha, beta and asset redundancy. Engagements are delivered under either fixed‑fee or hourly arrangements depending on the services requested, with terms and refund provisions set out in the advisory agreement. What is distinctive about the firm is its combination of advisory work with broker‑dealer registration and insurance product sales, alongside a clear emphasis on packaged college‑planning services for individual (non‑HNW) clients. The brochure also discloses that the firm does not act as a private fund adviser and includes a 2021 FINRA disciplinary matter related to account transfer documentation.
To learn more about the advisors currently working at Comprehensive Wealth Management Group, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Staten Island, NY
| 34
|
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