Comprehensive Financial Planning Inc.
Comprehensive Financial Planning Inc. (CRD# 109822) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $172,079,229 in 337 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Comprehensive Financial Planning Inc.
By the Numbers
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Total Assets Under Management172MILLION
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Total Number of Accounts337ACCOUNTS
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Average Account Value$510,621
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Comprehensive Financial Planning Inc.
1
David Evans (CRD# 1060172) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in Oklahoma City, OK and has over 41 years of experience in the finance industry.
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