C
Comprehensive Financial Planning Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$102,593,833
Total clients
30
83% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$3,419,794
About
Comprehensive Financial Planning, Inc. provides discretionary portfolio management and limited financial planning services to individuals, trusts, estates and charitable organizations. Financial planning is offered only in conjunction with portfolio management rather than as a stand-alone service.
The firm uses fundamental analysis to select individual stocks, bonds and, occasionally, mutual funds or ETFs, pursuing a value-oriented, long-term approach with typical holding periods of three to ten years. Portfolios are deliberately concentrated—generally 15–25 securities with the five largest positions often comprising 50% or more—and the manager prefers to invest in smaller, less liquid securities within a defined “circle of competence” when appropriate.
Compared with many solo independent advisors, the firm manages over $100 million for a relatively small client base, producing a high assets-per-client ratio and a small, personalized roster of relationships. The combination of discretionary-only management, a concentrated, value-focused stock-picking approach, and the practice of bundling limited planning with investment management distinguishes the firm from peers that more commonly use broader diversified funds or offer standalone planning.
Client services
Portfolio management
Expertise
Concentrated stock management
General retirement planning
Fee options
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
Main office location
Comprehensive Financial Planning Inc
Gainesville GA, United States
Number of offices
1
Most active in
Comprehensive Financial Planning Inc has reported serving >5 clients in these states in the last 12 months.
Georgia · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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