Diane Macphee
Comprehensive Money Management Services · Coral Gables, Florida
Diane Macphee is a fee-only financial advisor at Comprehensive Money Management Services in Coral Gables, Florida, who holds the CFP credential. Diane charges a one-time planning fee (one-time plans from $2,500).
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Facts
| Firm | Comprehensive Money Management Services |
|---|---|
| Based in | Coral Gables, Florida |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 |
| Assets under management | $200.3M across 500 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2004221 |
| Exams passed | Series 63 (1990) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.comprehensivemoney.com |
How Diane's firm compares
- A one-time plan starts at $2,500, in line with the Florida median of $2,500 for fee-only firms that publish prices.
- Comprehensive Money Management Services's average account is about $401,000, from its Form ADV (assets managed divided by 500 accounts).
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Questions about Diane
Is Diane Macphee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diane holds no broker registration, and Comprehensive Money Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diane charge for financial advice?
Diane charges a one-time planning fee.
How much does Diane charge?
According to Comprehensive Money Management Services's website, checked October 30, 2026: one-time plans from $2,500.
Where is Diane Macphee based?
Diane Macphee is based in Coral Gables, Florida.
What credentials does Diane Macphee hold?
Diane Macphee holds the CFP credential.
Is Diane Macphee registered with the SEC?
Yes. Diane Macphee is registered as an investment adviser representative in FL (CRD 2004221), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Comprehensive Money Management Services manage?
Comprehensive Money Management Services reports $200.3M across 500 accounts in assets under management.
How do I contact Diane Macphee?
Through Diane's website, www.comprehensivemoney.com.
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
- Comprehensive Money Management Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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