Firm
Comprehensive Money Management Services
Coral Gables, Florida
Fee-only
Comprehensive Money Management Services at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 102 individual clients, 49 of them high net worth.
- Its average account is about $401,000 (assets it manages divided by its 500 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Coral Gables, Florida |
|---|---|
| Website | comprehensivemoney.com |
| [email protected] | |
| Phone | (786) 261-6100 |
Comprehensive Money Management Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Investment Plan — $2,500 one-time fee." source
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 · Fixed fees |
|---|---|
| Assets managed | $200 million |
| Individual clients | 53 |
| High-net-worth clients | 49 |
| Accounts managed | 500 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-133720) |
| Financial planning | Offered |
| Form ADV filed | January 16, 2026 |
| SEC record | CRD 121061 |