Comprehensive Financial Planning Inc.

Comprehensive Financial Planning Inc. (CRD# 110937) is a financial advisory firm headquartered in East Petersburg, PA. They manage $189,175,863 in 282 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    282
    ACCOUNTS
  • Average Account Value
    $670,836
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

PA

Financial Advisors at Comprehensive Financial Planning Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Brooke W. Herr
CRD#: 727741
5995 Lemon Street, East Petersburg, PA 17520
93
Wealthminder
score

Brooke Herr (CRD# 727741) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 35 years of experience in the finance industry.

2
Wendel L. King
CRD#: 5088887
5995 Lemon Street, East Petersburg, PA 17520
93
Wealthminder
score

Wendel King (CRD# 5088887) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 10 years of experience in the finance industry.

3
Michael V. Kowalick
CRD#: 4924820
5995 Lemon Street, East Petersburg, PA 17520
93
Wealthminder
score

Michael Kowalick (CRD# 4924820) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 11 years of experience in the finance industry.

4
Richard J. Walters
CRD#: 864624
5995 Lemon Street, East Petersburg, PA 17520
86
Wealthminder
score

Richard Walters (CRD# 864624) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 23 years of experience in the finance industry. Richard Walters 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.

5
Richard A. Friedman
CRD#: 1004078
5995 Lemon Street, East Petersburg, PA 17520
83
Wealthminder
score

Richard Friedman (CRD# 1004078) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in East Petersburg, PA and has over 33 years of experience in the finance industry.

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