Comprehensive Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
30
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$0
About
Comprehensive Wealth Management Group serves individual clients and small-to-medium businesses, offering financial planning, education and college-planning services, and consulting. The firm prepares analyses and recommendations based on client‑provided financial information but does not maintain or manage custody of client assets; clients may purchase securities or insurance products through an affiliated broker‑dealer.
The firm gathers client goals, time horizon and risk tolerances via questionnaires and designs recommended portfolios or plans to match those factors, with portfolio considerations described in terms of alpha, beta and asset redundancy. Engagements are delivered under either fixed‑fee or hourly arrangements depending on the services requested, with terms and refund provisions set out in the advisory agreement.
What is distinctive about the firm is its combination of advisory work with broker‑dealer registration and insurance product sales, alongside a clear emphasis on packaged college‑planning services for individual (non‑HNW) clients. The brochure also discloses that the firm does not act as a private fund adviser and includes a 2021 FINRA disciplinary matter related to account transfer documentation.
Client services
Financial planning
College planning
Expertise
College savings (529s, UTMA, etc.)
Fee options
Financial Application Preparation and Completion and Planning Services - $995; Admissions Review and Assessment - $1,250; In-Depth College Planning Services - $1,995; Premium College Planning Services Plus - $6,200
$300 per hour (negotiable)
Fee-only: Fixed fees and hourly fees
Main office location
Comprehensive Wealth Management Group, LLC
4864 Arthur Kill Road, South Entrance #8
Staten Island NY 10309, United States
Number of offices
1
Most active in
Comprehensive Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
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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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