COMPREHENSIVE FINANCIAL PLANNING INC

COMPREHENSIVE FINANCIAL PLANNING INC of OKLAHOMA CITY, OK is an SEC-registered investment adviser (CRD 109822). Regulatory assets under management: $176.0M.

Registration

• CRD: 109822
• SEC file number: 801-31935
• Type: Registered investment adviser
• Location: 2919 UNITED FOUNDERS BLVD., OKLAHOMA CITY, OK, 73112
• Phone: 405-879-1117
• Latest filing: 2026-03-11
• Regulatory AUM: $176.0M
• Non-discretionary AUM: $176.0M
• Clients: 2
• Accounts: 328

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 109822 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search