EAST PETERSBURG, PACRD 110937Latest ADV May 13, 2025
Comprehensive Financial Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in East Petersburg, PA. Its latest Form ADV filing, dated May 13, 2025, reports $419M in regulatory assets under management, 6 employees, and 578 accounts.
Assets Under Management
$419M
Employees
6
Offices
--
Total Clients
578
Primary office
EAST PETERSBURG, PA
5995 LEMON STREET, EAST PETERSBURG, PA, United States
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
456
2
HNWI
19.0%
110
3
Corporations
1.0%
6
4
Pension Plans
0.7%
4
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$419Mas of May 13, 2025
Discretionary91.6%
$384M
92% of total RAUM91.6%
Non-discretionary8.4%
$35M
8% of total RAUM8.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$419M
Total Accounts578
10Y AUM Change+$231M (+123.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee96:1
10Y Employee Change+1 (+20.0%)
* 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.