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

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

Comprehensive Wealth Services, LLC provides fee-based investment advisory and portfolio management primarily for high‑net‑worth individuals and their related entities, including trusts, partnerships, and foundations. The firm implements strategies largely through mutual funds and exchange-traded funds and typically charges fees as a percentage of assets under management. Advisory services are delivered mostly on a discretionary basis with investment recommendations tailored to a client’s risk tolerance, tax situation, and time horizon, and accounts are reviewed at least quarterly. The firm generally prefers lower‑cost implementations—using money managers, mutual funds, and ETFs—and states a cautious view of active managers, while not offering wrap fee programs. Distinctive features disclosed in the brochure include ownership by Generational Wealth Services LLC and business affiliations that extend beyond pure advisory work: several principals act as registered representatives of a broker‑dealer and are licensed insurance agents, and one principal has an ownership interest in a tax‑preparation business (American Taxes Inc.), arrangements the firm notes can create additional compensation relationships. The firm is also modest in scale—four advisors serving roughly three dozen clients with under $100 million in AUM—and its client base is concentrated among high‑net‑worth clients with few or no non‑HNW individual clients.

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