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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-06-2023
- Office Locations
- 1
Office Locations
About Comprehensive Wealth Planning, LLC
Comprehensive Wealth Planning, LLC is a veteran-owned, independent RIA providing goal-based wealth planning nationwide. The firm delivers financial, retirement, tax minimization, and investment management, with coordination of estate planning through its affiliated law practice. Led by CFP® and attorney William “Nick” Jenkins, the practice builds portfolios primarily with ETFs and supports clients via modern planning tech and custodial platforms including Betterment and Schwab.
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Owner & Executives
WILLIAM NICHOLAS JENKINS
Chief Compliance Officer, FINANCIAL PLANNER, Owner
- CRD
- #5342253
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,013,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,013,099 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,013,099
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,253,824,436 | 100.0% |
| Total | $6,253,824,436 | 100.0% |