COMPREHENSIVE FINANCIAL PLANNING, INC.

COMPREHENSIVE FINANCIAL PLANNING, INC. of EAST PETERSBURG, PA is an SEC-registered investment adviser (CRD 110937). Regulatory assets under management: $434.1M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

NameRoleLocation
Richard John WaltersPRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR
WALTERS RICHARD JOHNPRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR

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