CRD: 110937
Comprehensive Financial Planning, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-1991
- Office Locations
- 1
Office Locations
About Comprehensive Financial Planning, Inc.
Comprehensive Financial Planning, Inc. is an independent RIA with 40+ years in business focused on disciplined asset management for individuals and retirement plans. Through its Managed Portfolio Program, the firm builds customized portfolios aligned to each client’s objectives and risk tolerance. For plan sponsors, it helps trustees set and maintain IPS-aligned investment lineups and supports participants with goal-based strategies. Custodies with Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD JOHN WALTERS
Chief Compliance Officer, Financial Planner, President
- CRD
- #864624
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
PATRICK JOSEPH CLOONAN JR
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #2815853
DAMON PAUL HELLER
Analyst
- CRD
- #4301583
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $429,779,861 | $755,325 |
| Non-Discretionary | $4,341,908 | $188,779 |
| Total | $434,121,769 | $733,314 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing