David Evans
David Evans is a CFP-designated registered investment advisor at Comprehensive Financial Planning INC, based in Oklahoma City, OK, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 104 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. 0.10% of the asset value of investments allocated to cash/cash equivalents. 0.25% of the asset value of investments allocated to fixed-income mutual funds.
Fee Estimator
Location
2919 United Founders Blvd., Oklahoma City, OK, 73112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Comprehensive Financial Planning INC
State Registrations2 states
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