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COMPREHENSIVE PLANNING ASSOCIATES, INC.
COMPREHENSIVE PLANNING ASSOCIATES, INC.
THE WEALTH CONSERVATORY
LEBANON, New Hampshire
·
1 registered advisor
·
CRD# 115932
SEC# 801-69486
800-472-1844
01
Firm Overview
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COMPREHENSIVE PLANNING ASSOCIATES, INC.
1 registered advisor
John Jay Hutchins
LEBANON, New Hampshire
CRD# 1123401
05
Office Locations
LEBANON, New Hampshire
1 advisor
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Data sourced from SEC Form ADV filings. COMPREHENSIVE PLANNING ASSOCIATES, INC. (CRD# 115932) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.