Advisor at Comprehensive Financial Planning, Inc.
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Firm
Comprehensive Financial Planning, Inc.
Location
East Petersburg, PA 17520-1329
Credentials
Series 63, Series 65
Industry experience
20 years
Damon Heller is a financial advisor with Comprehensive Financial Planning, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Comprehensive Financial Planning since 2019, following prior roles at JML Ingredients and Alps. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services, employing an asset-allocation approach that incorporates fundamental, technical, and cyclical analysis.
Based on Comprehensive Financial Planning, Inc.
Based on Comprehensive Financial Planning, Inc.
For pension, profit sharing, or 401(k) plans with over 500 employees and assets over $50 million, an annual flat fee usually between $155 to $200 per participant.
$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $50,000,000: 0.40% $50,000,000+: 0.20%
Commission-based compensation for insurance and securities products when recommended and sold separately; however, advisory fees are not charged in addition to commissions on these products.
Financial planning and consulting fees generally at $300 per hour, negotiable in certain circumstances.
Account minimum: The Registrant does not generally require an annual minimum fee or asset level for investment advisory services.
5995 Lemon Street
East Petersburg, PA 17520-1329
Pennsylvania
Comprehensive Financial Planning
2019 - Present (7 years)
JML Ingredients
2017 - 2019 (2 years)
Alps
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lancaster, PA
Stahl Wealth Management, LLC
CFP®
Lititz, PA
Aries Financial Navigators, Inc.
Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
Series 63, Series 65
Lancaster, PA
Cool Creek Financial
Series 66
Lancaster, PA
Carriage Hill Investment Associates LLC
CFP®, Series 66
Lancaster, PA
FIDENT Financial, LLC
Series 65
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Strubel Investment Management, LLC
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