# David Evans

> David Evans is a fee-only financial advisor at Comprehensive Financial Planning in Oklahoma City, Oklahoma, who holds the CFP credential. Comprehensive Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-evans/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Comprehensive Financial Planning
- **Based in:** Oklahoma City, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $176.0M across 328 accounts
- **Credentials:** CFP
- **CRD:** 1060172 (https://adviserinfo.sec.gov/individual/summary/1060172)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1982)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is David Evans a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Comprehensive Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Comprehensive Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is David Evans based?

David Evans is based in Oklahoma City, Oklahoma.

### What credentials does David Evans hold?

David Evans holds the CFP credential.

### Is David Evans registered with the SEC?

Yes. David Evans is registered as an investment adviser representative in TX (CRD 1060172), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Comprehensive Financial Planning manage?

Comprehensive Financial Planning reports $176.0M across 328 accounts in assets under management.

### How do I contact David Evans?

Contact details aren't on file yet. Search for Comprehensive Financial Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1060172): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.