COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD #110937 SEC #801-55646 EAST PETERSBURG, PA 717-569-6667
SEC Registered
Total AUM
$419.3M
Discretionary
$384M
Employees
6
Clients
10
Accounts
578
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $419.3M | $384M | $35.3M | 6 | 0 |
| May 2025 | $419.3M | $384M | $35.3M | 6 | 0 |
| Nov 2024 | $363.2M | $330.2M | $33M | 6 | 0 |
| May 2024 | $363.2M | $330.2M | $33M | 6 | 0 |
| May 2024 | $363.2M | $330.2M | $33M | 6 | 0 |
| May 2023 | $314.9M | $281.5M | $33.4M | 6 | 0 |
| May 2023 | $314.9M | $281.5M | $33.4M | 6 | 0 |
| May 2023 | $314.9M | $281.5M | $33.4M | 6 | 0 |
| Oct 2022 | $264.2M | $232M | $32.2M | 6 | 0 |
| Oct 2022 | $264.2M | $232M | $32.2M | 6 | 0 |
| May 2022 | $264.2M | $232M | $32.2M | 6 | 0 |
| May 2022 | $264.2M | $232M | $32.2M | 6 | 0 |
| May 2021 | $221.8M | $189.5M | $32.3M | 6 | 0 |
| Jul 2020 | $159M | $123.2M | $35.8M | 6 | 0 |
| Jun 2020 | $159M | $123.2M | $35.8M | 6 | 0 |
| May 2020 | $159M | $123.2M | $35.8M | 6 | 0 |
| Mar 2020 | $122.3M | $115.5M | $6.9M | 5 | 0 |
| May 2019 | $122.3M | $115.5M | $6.9M | 5 | 0 |
| May 2018 | $118.4M | $93.3M | $25.2M | 5 | 0 |
| Jan 2018 | $288.1M | $70.9M | $217.2M | 5 | 0 |
| May 2017 | $288.1M | $70.9M | $217.2M | 5 | 279 |
| May 2016 | $189.2M | $36.8M | $152.4M | 5 | 282 |
| Feb 2016 | $188M | $0 | $188M | 5 | 221 |
| May 2015 | $188M | $0 | $188M | 5 | 221 |
| May 2015 | $188M | $0 | $188M | 5 | 221 |
| May 2014 | $166.5M | $0 | $166.5M | 5 | 226 |
| May 2013 | $135.9M | $0 | $135.9M | 5 | 200 |
| Aug 2012 | $135.5M | $0 | $135.5M | 1 | 200 |
| May 2012 | $135.5M | $0 | $135.5M | 1 | 200 |
| Feb 2012 | $136.9M | $0 | $136.9M | 1 | 200 |
| May 2011 | $128.9M | $0 | $128.9M | 5 | -- |
| Aug 2010 | $47.2M | $0 | $47.2M | 5 | -- |
| May 2010 | $47.2M | $0 | $47.2M | 5 | -- |
| Sep 2007 | $31.8M | $0 | $31.8M | 5 | -- |
| May 2007 | $79.5M | $0 | $79.5M | 5 | -- |
| Sep 2005 | $48.9M | $0 | $48.9M | 5 | -- |
| May 2005 | $48.9M | $0 | $48.9M | 5 | -- |
| May 2004 | $44.3M | $0 | $44.3M | 5 | -- |
DateMay 2025
Total AUM$419.3M
Discretionary$384M
Non-Disc.$35.3M
Employees6
Clients0
DateMay 2025
Total AUM$419.3M
Discretionary$384M
Non-Disc.$35.3M
Employees6
Clients0
DateNov 2024
Total AUM$363.2M
Discretionary$330.2M
Non-Disc.$33M
Employees6
Clients0
DateMay 2024
Total AUM$363.2M
Discretionary$330.2M
Non-Disc.$33M
Employees6
Clients0
DateMay 2024
Total AUM$363.2M
Discretionary$330.2M
Non-Disc.$33M
Employees6
Clients0
DateMay 2023
Total AUM$314.9M
Discretionary$281.5M
Non-Disc.$33.4M
Employees6
Clients0
DateMay 2023
Total AUM$314.9M
Discretionary$281.5M
Non-Disc.$33.4M
Employees6
Clients0
DateMay 2023
Total AUM$314.9M
Discretionary$281.5M
Non-Disc.$33.4M
Employees6
Clients0
DateOct 2022
Total AUM$264.2M
Discretionary$232M
Non-Disc.$32.2M
Employees6
Clients0
DateOct 2022
Total AUM$264.2M
Discretionary$232M
Non-Disc.$32.2M
Employees6
Clients0
DateMay 2022
Total AUM$264.2M
Discretionary$232M
Non-Disc.$32.2M
Employees6
Clients0
DateMay 2022
Total AUM$264.2M
Discretionary$232M
Non-Disc.$32.2M
Employees6
Clients0
DateMay 2021
Total AUM$221.8M
Discretionary$189.5M
Non-Disc.$32.3M
Employees6
Clients0
DateJul 2020
Total AUM$159M
Discretionary$123.2M
Non-Disc.$35.8M
Employees6
Clients0
DateJun 2020
Total AUM$159M
Discretionary$123.2M
Non-Disc.$35.8M
Employees6
Clients0
DateMay 2020
Total AUM$159M
Discretionary$123.2M
Non-Disc.$35.8M
Employees6
Clients0
DateMar 2020
Total AUM$122.3M
Discretionary$115.5M
Non-Disc.$6.9M
Employees5
Clients0
DateMay 2019
Total AUM$122.3M
Discretionary$115.5M
Non-Disc.$6.9M
Employees5
Clients0
DateMay 2018
Total AUM$118.4M
Discretionary$93.3M
Non-Disc.$25.2M
Employees5
Clients0
DateJan 2018
Total AUM$288.1M
Discretionary$70.9M
Non-Disc.$217.2M
Employees5
Clients0
DateMay 2017
Total AUM$288.1M
Discretionary$70.9M
Non-Disc.$217.2M
Employees5
Clients279
DateMay 2016
Total AUM$189.2M
Discretionary$36.8M
Non-Disc.$152.4M
Employees5
Clients282
DateFeb 2016
Total AUM$188M
Discretionary$0
Non-Disc.$188M
Employees5
Clients221
DateMay 2015
Total AUM$188M
Discretionary$0
Non-Disc.$188M
Employees5
Clients221
DateMay 2015
Total AUM$188M
Discretionary$0
Non-Disc.$188M
Employees5
Clients221
DateMay 2014
Total AUM$166.5M
Discretionary$0
Non-Disc.$166.5M
Employees5
Clients226
DateMay 2013
Total AUM$135.9M
Discretionary$0
Non-Disc.$135.9M
Employees5
Clients200
DateAug 2012
Total AUM$135.5M
Discretionary$0
Non-Disc.$135.5M
Employees1
Clients200
DateMay 2012
Total AUM$135.5M
Discretionary$0
Non-Disc.$135.5M
Employees1
Clients200
DateFeb 2012
Total AUM$136.9M
Discretionary$0
Non-Disc.$136.9M
Employees1
Clients200
DateMay 2011
Total AUM$128.9M
Discretionary$0
Non-Disc.$128.9M
Employees5
Clients--
DateAug 2010
Total AUM$47.2M
Discretionary$0
Non-Disc.$47.2M
Employees5
Clients--
DateMay 2010
Total AUM$47.2M
Discretionary$0
Non-Disc.$47.2M
Employees5
Clients--
DateSep 2007
Total AUM$31.8M
Discretionary$0
Non-Disc.$31.8M
Employees5
Clients--
DateMay 2007
Total AUM$79.5M
Discretionary$0
Non-Disc.$79.5M
Employees5
Clients--
DateSep 2005
Total AUM$48.9M
Discretionary$0
Non-Disc.$48.9M
Employees5
Clients--
DateMay 2005
Total AUM$48.9M
Discretionary$0
Non-Disc.$48.9M
Employees5
Clients--
DateMay 2004
Total AUM$44.3M
Discretionary$0
Non-Disc.$44.3M
Employees5
Clients--