Comprehensive Financial Planning Inc.

Comprehensive Financial Planning Inc. (CRD# 109822) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $115,032,697 in 402 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $286,151
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Comprehensive Financial Planning Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David K. Evans
CRD#: 1060172
5400 N. Grand Blvd., Suite 420, Oklahoma City, OK 73112
96
Wealthminder
score

David Evans (CRD# 1060172) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in Oklahoma City, OK and has over 35 years of experience in the finance industry. David Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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