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COMPREHENSIVE FINANCIAL PLANNING, INC.

EAST PETERSBURG, PA · CRD 110937 · IAPD ↗ · 717-569-6667

$434.1MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — COMPREHENSIVE FINANCIAL PLANNING, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — COMPREHENSIVE FINANCIAL PLANNING, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
December 2024 — COMPREHENSIVE FINANCIAL PLANNING INC is now doing business as COMPREHENSIVE FINANCIAL PLANNING, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.