Advisor at Comprehensive Wealth Planning, LLC
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Firm
Comprehensive Wealth Planning, LLC
Location
Shawnee, KS
Credentials
Series 66
Industry experience
10 years
William Jenkins is a financial advisor at Comprehensive Wealth Planning, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Moneta Group Investment Advisors, Lewer Financial Advisors, and MassMutual Life Insurance. In addition to his advisory work, Jenkins is a licensed attorney practicing business and estate planning through his own firm, Jenkins Legal, LLC. Comprehensive Wealth Planning, LLC is an independent, state-registered advisory firm that serves individual and high-net-worth clients, as well as businesses and institutional entities. The firm focuses on retirement planning and offers discretionary management with tailored asset allocations, ongoing supervision, and financial planning services provided either as part of asset management or separately.
Based on Comprehensive Wealth Planning, LLC
Based on Comprehensive Wealth Planning, LLC
Financial planning fixed fees up to $10,000; $1,000 flat fee for accounts under $100,000
$0 - $100,000: $1,000 flat fee + 16 bps custodian fee $100,000 - $2,000,000: 1.00% (100 bps) + 16 bps custodian fee = 1.16% total $2,000,000 - $5,000,000: 0.85% (85 bps) + 16 bps custodian fee = 1.01% total $5,000,000 - $10,000,000: 0.75% (75 bps) + 16 bps custodian fee = 0.91% total $10,000,000 - $25,000,000: 0.65% (65 bps) + 16 bps custodian fee = 0.81% total $25,000,000 - $50,000,000: 0.45% (45 bps) + 16 bps custodian fee = 0.61% total $50,000,000+: 0.25% (25 bps) + 16 bps custodian fee = 0.41% total
Up to $300 per hour for consulting services
Account minimum: $100,000 Minimum fee: $1,000 flat fee for accounts with $0-$100,000 Fee-only: Hourly consulting fee up to $300 per hour; Fixed financial planning fee up to $10,000
Shawnee, KS
Kansas · Missouri
Moneta Group Investment Advisors, LLC
2022 - Present (4 years)
UsI Insurance Services
2021 - 2022 (1 year)
HDQ Wealth
2021 - Present (5 years)
Lewer Financial Advisors, LLC
2019 - 2021 (2 years)
Lewer Agency, Inc.
2019 - 2021 (2 years)
MassMutual life Insurance Co
2014 - 2019 (5 years)
MML Investors Services LLC
2014 - 2019 (5 years)
Jenkins Legal, LLC
2014 - Present (12 years)
U.S. Army / Kansas National Guard
1999 - 2021 (22 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.
Lawyer
They provide legal services, typically billed separately.
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.
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 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
CFP®, Series 63, Series 65
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Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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