# COMPREHENSIVE FINANCIAL PLANNING, INC.

COMPREHENSIVE FINANCIAL PLANNING, INC. of EAST PETERSBURG, PA is an SEC-registered investment adviser.

## Registration

- CRD: 110937
- Type: SEC-registered investment adviser
- SEC file number: 801-55646
- Location: 5995 LEMON STREET, EAST PETERSBURG, PA, 17520-1329
- Phone: 717-569-6667
- Latest filing: 2026-05-19
- Regulatory AUM: $434.1M
- Discretionary AUM: $429.8M
- Non-discretionary AUM: $4.3M
- Clients: 6
- Accounts: 592

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Richard John Walters | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | — |
| WALTERS RICHARD JOHN | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110937/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110937/similar
- Related entities: https://search.stillhousedata.com/firm/110937/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110937

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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.