Advisor at Comprehensive Financial Planning Inc
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Firm
Comprehensive Financial Planning Inc
Location
Gainesville, GA
Credentials
Series 65
Industry experience
14 years
Raymond Howe is a financial advisor at Comprehensive Financial Planning, Inc. in Gainesville, GA, holding a Series 65 designation with 14 years of industry experience. He has been with the firm since 1993, which he has operated independently. Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, long-term investment approach focused on a concentrated portfolio of individual stocks and bonds, typically holding positions for three to ten years, and combines planning services exclusively with portfolio management.
Based on Comprehensive Financial Planning Inc
0.75% annually
Account minimum: $400,000 Minimum fee: Minimum annual fee of $3,000 Fee-only: 0.75% annually of assets under management with a $3,000 minimum annual fee
Gainesville, GA
Georgia · Louisiana
Comprehensive Financial Planning, Inc.
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 63, Series 66
Gainesville, GA
Larsen Wealth Management, LLC
CFP®, Series 63, Series 65
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Blossom Balance LLC
Series 63, Series 66
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W.A. Griffin Financial Services Inc.
Series 63, Series 66
Dawsonville, GA
ReliaStar Capital Management, Inc.
CFP®
Dawsonville, GA
Michael L. Ball, CPA, LLC
Series 66
Gainesville, GA
Capital Investment Partners LLC
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