David Evans
Comprehensive Financial Planning · Oklahoma City, Oklahoma
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.
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Facts
| Firm | Comprehensive Financial Planning |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $176.0M across 328 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1060172 |
| Exams passed | Series 63 (1982) |
| Firm size | 2 employees |
| Disclosures | None reported |
How David's firm compares
- Comprehensive Financial Planning's average account is about $536,000, from its Form ADV (assets managed divided by 328 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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