Comprehensive Planning, Inc. offers advice on mutual funds, variable annuities, and various insurance products, including life, health, disability, dental, vision, and long-term care. The firm works with clients to determine their investment objectives, goals, and insurance needs. Comprehensive Planning, Inc. does not charge fees for its services; instead, it receives commissions from insurance and investment companies when clients purchase products.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Comprehensive Planning, Inc. does not charge any fees for its services. Instead, the firm receives commissions from the investment or insurance company when a client invests in their products.
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