A complete list of active advisors currently associated with Comprehensive Wealth Planning, LLC

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

Comprehensive Wealth Planning, LLC is an independent, state-registered, solo advisory firm that provides fee-based investment management and financial planning primarily for individual and high-net-worth clients with a focus on retirement. The firm also makes services available to businesses, pension and profit-sharing plans, trusts, and other financial institutions. Accounts are generally managed on a discretionary basis with tailored asset allocations that span objectives from income and capital preservation to aggressive growth, and the firm emphasizes ongoing account supervision and periodic rebalancing. Financial planning is offered as part of asset management or separately on an hourly or fixed-fee basis, the firm provides educational guidance for retirement-plan rollovers, and it discloses a typical account minimum of $100,000. Notable for a solo independent advisor, the principal is a licensed attorney who operates an affiliated law practice handling estate and business planning and is also a licensed insurance producer; the brochure discloses these dual roles and the potential conflicts they create (separate legal fees and insurance commissions) along with mitigation measures and client disclosure. The firm’s client mix includes institutional entities such as pension plans, it holds CFP® credentialing, and it relies on an institutional custodian/technology platform—features that are less common among peers in its category.

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