Comprehensive Wealth Solutions, LLC

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Client assets under management

$374,210,658

Clients

55% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$6,236,844

About

Comprehensive Wealth Solutions serves individual investors — including high‑net‑worth clients — as well as retirement plans, trusts, estates and business entities, offering financial planning, discretionary portfolio management, and the selection of third‑party advisers. The firm delivers written financial plans and ongoing portfolio monitoring with rebalancing and implementation tailored to each client’s objectives.

The firm’s investment approach emphasizes asset allocation and the selection of third‑party portfolio managers rather than in‑house quantitative or qualitative analysis of individual securities; it implements discretionary authority for day‑to‑day trading and monitors third‑party manager performance for alignment with client goals. Clients may also access third‑party cash management solutions and the firm facilitates relationships with custodians and outside managers as part of its advisory services.

A distinctive feature is the firm’s affiliation with accounting professionals: associated persons are certified public accountants and the firm may recommend or provide accounting and tax services through those affiliates, a practice that is uncommon among similar team firms and that can create additional conflicts of interest to consider. The firm also operates with a relatively compact advisory team and a modest client roster for its asset base, and some associated persons hold insurance licenses, so clients may encounter an integrated mix of investment, tax/accounting, and insurance offerings.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Retirement income strategy Annuities

Fee options

Fixed

Fixed fee for financial planning services ranging from $5,000 to $12,000, negotiable

Percentage

$0 - $250,000: 0.90% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001 - $40,000,000: 0.25% $40,000,001+: 0.20%

Commissions

Associated persons earn commissions for selling insurance products, separate and in addition to advisory fees

Project-based

$200 to $300 per hour for financial planning services, negotiable

Other

Fee-only: Financial planning fixed fees: $5,000 to $12,000; Hourly fees: $200 to $300 per hour (negotiable)

Main office location

Comprehensive Wealth Solutions, LLC

433 Plaza Real, Suite 275

Boca Raton FL 33432-9999, United States

Number of offices

Most active in

California · Florida · New Hampshire · New Jersey · New York · Texas · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not 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.

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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 877-294-4979

Advisors at this firm

Andrew D

Series 65

Boca Raton, FL

Comprehensive Wealth Solutions, LLC

Andrew Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC in Boca Raton, FL, holding a Series 65 designation with 12 years of industry experience. He has been with Comprehensive Wealth Solutions since 2013. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities, focusing on financial planning, discretionary portfolio management, and third-party adviser recommendations. The firm emphasizes asset allocation and outside manager selection, monitoring and rebalancing portfolios regularly, and managing approximately $341 million for about 60 clients.

Wealth management Retirement income strategy Annuities

Gary D

CFA®, PFS™, Series 63, Series 65

Boca Raton, FL

Comprehensive Wealth Solutions, LLC

Gary Dennis is a CFA® and PFS™ credentialed advisor with 23 years of industry experience. He has been with Comprehensive Wealth Solutions, LLC since 2004. Outside of his advisory role, he is also involved in insurance sales as a sole proprietor. Comprehensive Wealth Solutions provides financial planning and discretionary portfolio management services to individuals, retirement plans, trusts, and other entities. The firm focuses on asset allocation and third-party manager selection, monitoring portfolios with ongoing rebalancing and offering fiduciary rollover advice when applicable.

Wealth management Retirement income strategy Annuities

Deborah L

CFP®

Ridgewood, NJ

Comprehensive Wealth Solutions, LLC

Deborah Liguori is a CFP® professional with 20 years of experience in financial advising. She has been with Comprehensive Wealth Solutions, LLC since 2004. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and tailored financial planning.

Wealth management Retirement income strategy Annuities

Merrill D

Series 65

Boca Raton, FL

Comprehensive Wealth Solutions, LLC

Merrill Dennis is a financial advisor at Comprehensive Wealth Solutions, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with the firm since 2006. Comprehensive Wealth Solutions provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm focuses on asset allocation and the selection of outside managers, offering discretionary portfolio management and financial planning tailored to individual client circumstances.

Wealth management Retirement income strategy Annuities

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