Firm
Comprehensive Financial Planning
Oklahoma City, Oklahoma
Fee-only
Comprehensive Financial Planning at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 100 individual clients, 7 of them high net worth.
- Its average account is about $536,000 (assets it manages divided by its 328 accounts).
Facts
| Based in | Oklahoma City, Oklahoma |
|---|---|
| Phone | (405) 879-1117 |
Comprehensive Financial Planning fees
Comprehensive Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $176 million |
| Individual clients | 93 |
| High-net-worth clients | 7 |
| Accounts managed | 328 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-31935) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 109822 |