Comprehensive Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$374,210,658
Clients
60
Advisors
4
across 3 offices
About
Comprehensive Wealth Solutions serves individual investors — including high‑net‑worth clients — as well as retirement plans, trusts, estates and business entities, offering financial planning, discretionary portfolio management, and the selection of third‑party advisers. The firm delivers written financial plans and ongoing portfolio monitoring with rebalancing and implementation tailored to each client’s objectives.
The firm’s investment approach emphasizes asset allocation and the selection of third‑party portfolio managers rather than in‑house quantitative or qualitative analysis of individual securities; it implements discretionary authority for day‑to‑day trading and monitors third‑party manager performance for alignment with client goals. Clients may also access third‑party cash management solutions and the firm facilitates relationships with custodians and outside managers as part of its advisory services.
A distinctive feature is the firm’s affiliation with accounting professionals: associated persons are certified public accountants and the firm may recommend or provide accounting and tax services through those affiliates, a practice that is uncommon among similar team firms and that can create additional conflicts of interest to consider. The firm also operates with a relatively compact advisory team and a modest client roster for its asset base, and some associated persons hold insurance licenses, so clients may encounter an integrated mix of investment, tax/accounting, and insurance offerings.
Client services
Expertise
Fee options
Fixed fee for financial planning services ranging from $5,000 to $12,000, negotiable
$0 - $250,000: 0.90% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001 - $40,000,000: 0.25% $40,000,001+: 0.20%
Associated persons earn commissions for selling insurance products, separate and in addition to advisory fees
$200 to $300 per hour for financial planning services, negotiable
Fee-only: Financial planning fixed fees: $5,000 to $12,000; Hourly fees: $200 to $300 per hour (negotiable)
Main office
See office433 Plaza Real, Suite 275
Boca Raton FL 33432-9999
Advisors at this office
2
Offices (3)
Most active in
California · Florida · New Hampshire · New Jersey · New York · Texas · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew D
Series 65
Boca Raton, FL
Comprehensive Wealth Solutions, LLC
Andrew Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC in Boca Raton, FL, with 13 years of industry experience. He holds the Series 65 designation and has been with Comprehensive Wealth Solutions since 2013. Comprehensive Wealth Solutions serves individual investors, retirement plans, trusts, estates, and business entities by providing financial planning, discretionary portfolio management, and third-party adviser selection. The firm emphasizes asset allocation and third-party portfolio managers, offering ongoing portfolio monitoring and implementation tailored to client objectives, and maintains an affiliation with accounting professionals to provide integrated investment and tax services.
Gary D
CFA®, PFS™, Series 63, Series 65
Boca Raton, FL
Comprehensive Wealth Solutions, LLC
Gary Dennis is a CFA® and PFS™ credentialed advisor with 23 years of industry experience. He has been with Comprehensive Wealth Solutions, LLC since 2004. Outside of his advisory role, he is also involved in insurance sales as a sole proprietor. Comprehensive Wealth Solutions provides financial planning and discretionary portfolio management services to individuals, retirement plans, trusts, and other entities. The firm focuses on asset allocation and third-party manager selection, monitoring portfolios with ongoing rebalancing and offering fiduciary rollover advice when applicable.
Deborah L
CFP®
Ridgewood, NJ
Comprehensive Wealth Solutions, LLC
Deborah Liguori is a CFP® professional with 20 years of experience in financial advising. She has been with Comprehensive Wealth Solutions, LLC since 2004. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and tailored financial planning.
Merrill D
Series 65
Boca Raton, FL
Comprehensive Wealth Solutions, LLC
Merrill Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC with 20 years of industry experience. He holds the Series 65 designation and has been with the firm since 2006. Comprehensive Wealth Solutions serves individual investors, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm provides financial planning, discretionary portfolio management, and selects third-party advisers, emphasizing asset allocation and third-party manager oversight tailored to each client's objectives.
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