Comprehensive Wealth Management Group is a financial planning firm that helps individuals and businesses navigate financial goals, retirement needs, and education funding. The firm gathers detailed financial information from clients—including cash flow, savings tendencies, and living costs—to prepare customized analyses and recommendations. Rather than managing investment portfolios directly, Comprehensive Wealth Management Group focuses heavily on specialized financial consulting and college planning services, such as calculating expected family contributions, completing financial aid forms, and assisting with college admissions reviews. Clients can purchase securities and related services through affiliated or independent broker-dealers.
Assets Under ManagementN/A
Clients30
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Application Preparation and Completion — $995, covers Expected Family Contribution calculations, professional verification of family data, and professional completion of financial aid forms like the Free Application for Federal Student Aid and CSS Profile.
- Admissions Review and Assessment — $1,250, includes transcript reviews, student questionnaires, and personalized school recommendations.
- In-Depth College Planning Services — $1,995, covers financial aid calculations, aid form completion, loan counseling, appeal assistance, and school recommendations.
- Premium College Planning Services Plus — $6,200, provides comprehensive college planning including tax and asset strategies, unlimited phone support, loan counseling, admissions essay editing, review of up to three applications, and a two-hour consultation.
- Hourly consulting — $300 per hour for general consulting and services not otherwise defined.
One-Time Plan:$995 - $6,200
Hourly Rate:$300/hr
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