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Comprehensive Financial Consultants

Updated today

Client assets under management

$179,628,144

Clients

376

16% high-net worth

Advisors

4

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

125

Very High

Average account size

$477,734

About

Comprehensive Financial Consultants provides financial planning, discretionary portfolio management, and retirement-plan consulting for individuals (including high net worth clients), corporations, charities, and pension and profit-sharing plans. Offerings include one-time and ongoing financial plans, proprietary model-based portfolio management, and ERISA Section 3(21) consulting to plan sponsors and trustees.

The firm tailors portfolios to clients’ objectives and risk tolerances using a mix of asset allocation, tactical asset allocation, technical analysis, and Modern Portfolio Theory, and may include options and structured notes in its strategies. CFC typically operates with discretionary trading authority, conducts periodic rebalancing and monitoring, and custodial relationships are managed through Schwab Institutional with fees deducted directly from client accounts per client authorization.

Distinctive aspects disclosed in the brochure include that the owner and associates are licensed insurance agents who may recommend insurance products and receive separate commission-based compensation and marketing support from insurers and a third‑party insurance intermediary, a conflict the firm discloses and says it seeks to mitigate. The firm also highlights its limitation to ERISA 3(21) retirement-plan services and its participation in Schwab Institutional, noting that product-sponsor support and custodial services provide benefits that could create additional conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Annuities Long-term care insurance

Fee options

Fixed

Financial planning fees ranging from $500 to $10,000 for one-time financial plans; fees are negotiable.

Percentage

$0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%

Commissions

Commissions earned on insurance products sold by investment adviser representatives, separate from advisory fees.

Project-based

Financial planning services offered on a fixed fee basis; no specific hourly rate stated.

Subscriptions

Ongoing financial planning fees charged quarterly between $125 to $2,500; fees are negotiable.

Main office location

Comprehensive Financial Consultants

7800 East 236 Th Street

Cicero IN 46034, United States

Number of offices

1

Most active in

Indiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David M

Series 63, Series 65

Cicero, IN

Comprehensive Financial Consultants

David Mcgill is a financial advisor with Comprehensive Financial Consultants in Cicero, Indiana, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Parkland Securities, LLC and Sigma Planning Corporation. Outside of advising, he serves as Director of Aviation for Central Indiana Aviation Mission, which provides medical and disaster-related air transportation. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering tailored financial planning and discretionary portfolio management based on client goals and risk tolerance. The firm employs strategies such as asset allocation and technical analysis and provides ongoing account monitoring and rebalancing.

Options & derivatives strategies Annuities Long-term care insurance
user avatar

Christian M

CFP®, ChFC®, Series 66

Cicero, IN

Comprehensive Financial Consultants

Christian Mc Gill is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Comprehensive Financial Consultants. His background includes roles at CSI Advisory Services and multiple positions at Taylor University. Outside of finance, he is involved in livestock operations, owning and managing a livestock business and serving as treasurer and part-owner of an organization that operates a national registry for Kiko goats. Comprehensive Financial Consultants serves individuals, corporations, charities, and retirement plans, offering customized financial planning and discretionary portfolio management. The firm uses proprietary model portfolios and a variety of investment strategies to build and monitor client accounts, including held-away retirement assets through third-party platforms.

Options & derivatives strategies Annuities Long-term care insurance
user avatar

Dallas B

Series 65

Cicero, IN

Comprehensive Financial Consultants

Dallas Baltz is a financial advisor at Comprehensive Financial Consultants with a Series 65 designation and one year of industry experience. Prior to joining the firm, he held roles at Stratus Building Solutions of Indianapolis and Orthodynamics Company, Inc. Outside of financial services, he has been involved with Harbour Trees Golf & Beach Club for several years. Comprehensive Financial Consultants serves individuals—including high-net-worth clients—corporations, charities, and pension and profit-sharing plans. The firm offers financial planning, discretionary portfolio management using proprietary models, and retirement plan consulting, employing strategies such as asset allocation, tactical asset allocation, and modern portfolio theory.

Options & derivatives strategies Annuities Long-term care insurance
user avatar

Noah W

Series 65

Cicero, IN

Comprehensive Financial Consultants

Options & derivatives strategies Annuities Long-term care insurance
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