William Neubauer
Comprehensive Money Management Services · Coral Gables, Florida
William Neubauer is a fee-only financial advisor at Comprehensive Money Management Services in Coral Gables, Florida, who holds the CFP credential. William 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 2873585 |
| Exams passed | Series 63 (1997) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.comprehensivemoney.com |
| Profile |
How William'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 William
Is William Neubauer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William charges a one-time planning fee.
How much does William charge?
According to Comprehensive Money Management Services's website, checked October 30, 2026: one-time plans from $2,500.
Where is William Neubauer based?
William Neubauer is based in Coral Gables, Florida.
What credentials does William Neubauer hold?
William Neubauer holds the CFP credential.
Is William Neubauer registered with the SEC?
Yes. William Neubauer is registered as an investment adviser representative in FL (CRD 2873585), 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 William Neubauer?
Through William'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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