OKLAHOMA CITY, OKCRD 109822Latest ADV March 11, 2026
Comprehensive Financial Planning Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated March 11, 2026, reports $176M in regulatory assets under management, 2 employees, and 328 accounts.
Assets Under Management
$176M
Employees
2
Offices
--
Total Clients
100
Primary office
OKLAHOMA CITY, OK
2919 UNITED FOUNDERS BLVD., OKLAHOMA CITY, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.0% of total clients.
Top client categories% of clientsClients
1
Individuals
93.0%
93
2
HNWI
7.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 11, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$176M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$176M
Total Accounts328
10Y AUM Change+$49M (+38.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee50:1
10Y Employee Change+1 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.