Comprehensive Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,013,099
Total clients
60
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
60
Average account size
$216,885
About
Comprehensive Wealth Planning, LLC is an independent, state-registered, solo advisory firm that provides fee-based investment management and financial planning primarily for individual and high-net-worth clients with a focus on retirement. The firm also makes services available to businesses, pension and profit-sharing plans, trusts, and other financial institutions.
Accounts are generally managed on a discretionary basis with tailored asset allocations that span objectives from income and capital preservation to aggressive growth, and the firm emphasizes ongoing account supervision and periodic rebalancing. Financial planning is offered as part of asset management or separately on an hourly or fixed-fee basis, the firm provides educational guidance for retirement-plan rollovers, and it discloses a typical account minimum of $100,000.
Notable for a solo independent advisor, the principal is a licensed attorney who operates an affiliated law practice handling estate and business planning and is also a licensed insurance producer; the brochure discloses these dual roles and the potential conflicts they create (separate legal fees and insurance commissions) along with mitigation measures and client disclosure. The firm’s client mix includes institutional entities such as pension plans, it holds CFP® credentialing, and it relies on an institutional custodian/technology platform—features that are less common among peers in its category.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Social Security optimization
Retirement income strategy
Medicare planning
Business succession planning
Occupation focus
Attorney
Founder/Business Owner
Fee options
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
Main office location
Comprehensive Wealth Planning, LLC
Shawnee KS, United States
Number of offices
1
Most active in
Comprehensive Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
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.
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.
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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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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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