COMPREHENSIVE FINANCIAL PLANNING INC

EAST PETERSBURG, Pennsylvania·1 registered advisor·CRD# 110937
SEC# 801-556460717-569-6667
01

Firm Overview

AUM
$363M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COMPREHENSIVE FINANCIAL PLANNING INC

1 registered advisor
Richard John Walters
EAST PETERSBURG, Pennsylvania
05

Office Locations

EAST PETERSBURG, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. COMPREHENSIVE FINANCIAL PLANNING INC (CRD# 110937) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.