C
Comprehensive Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Comprehensive Planning, Inc. advises individuals and small businesses on mutual funds, variable annuities and variable life products, and offers a broad suite of individual insurance products including health, disability, dental, vision, long‑term care and fixed annuities. The firm places investments with mutual fund and insurance companies and operates as a branch of a broker‑dealer.
Recommendations are developed from client‑provided information about goals, existing investments, financial capacity, age, experience and risk tolerance, and portfolios are reviewed periodically or at the client’s request. The firm does not exercise investment discretion and does not charge advisory fees or participate in wrap programs; instead, it is compensated by commissions paid by insurance companies and its broker‑dealer.
Noteworthy aspects include its dual role as a licensed insurance agency and as a branch of a securities firm, and its reliance on commission compensation rather than percentage‑of‑assets advisory fees, which differs from the typical investment‑manager model. It does not require clients to sign investment advisory contracts, allows clients to purchase recommended products through other firms, and uses third‑party custodians for account statements.
Client services
Financial planning
Retirement planning
Expertise
Annuities
Life insurance needs analysis
Long-term care insurance
Disability insurance
Fee options
All services are provided on a commission basis; commissions for insurance products paid by insurance companies; commissions on securities products paid by LaSalle St. Securities, LLC to representative.
Main office location
Comprehensive Planning, Inc.
Downers Grove IL, United States
Number of offices
1
Most active in
Comprehensive Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
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 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.
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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.
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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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