# COMPREHENSIVE FINANCIAL PLANNING INC

COMPREHENSIVE FINANCIAL PLANNING INC of DULUTH, GA is an SEC-registered investment adviser.

## Registration

- CRD: 109772
- Type: SEC-registered investment adviser
- SEC file number: 801-43611
- Location: 3883 ROGERS BRIDGE ROAD, SUITE 303-A, DULUTH, GA, 30097
- Phone: 404-966-4842
- Latest filing: 2026-02-02
- Regulatory AUM: $102.6M
- Discretionary AUM: $102.6M
- Clients: 1
- Accounts: 84

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HOWE RAYMOND LEE | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109772/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109772/similar
- Related entities: https://search.stillhousedata.com/firm/109772/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109772

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.