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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- FEBRUARY
- Registration Date
- --
- Latest Filing
- May 7, 2025
- Branch Offices
- 0
- LEI
- N/A
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
| WALTERS, RICHARD, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER & SUPER ACCOUNT ADMINISTRATOR | E | Control |
Registrations
Federal
IA
May 7, 2025 REGISTERED
Notice Filings (6)
FL MD NH PA TX VA
Address
5995 LEMON STREETEAST PETERSBURG, PA 17520-1329
United States
Phone: 717-569-6667