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COMPREHENSIVE FINANCIAL PLANNING INC
COMPREHENSIVE FINANCIAL PLANNING INC
EAST PETERSBURG, Pennsylvania
·
1 registered advisor
·
CRD# 110937
SEC# 801-55646
0
717-569-6667
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 Planning
Investment Management
Wealth Management
04
Advisors at COMPREHENSIVE FINANCIAL PLANNING INC
1 registered advisor
Richard John Walters
EAST PETERSBURG, Pennsylvania
CRD# 864624
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
.