Comprehensive Advisors is a registered investment advisor based in Lansdale, Pennsylvania, founded in 2017. The firm specializes in delivering one-time financial planning and consulting services to individuals and high-net-worth individuals. Comprehensive Advisors covers a range of topics including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt management. The firm does not manage investment portfolios directly, take custody of client funds, or exercise trading authority without permission. Instead, Comprehensive Advisors focuses on personalized guidance and financial plans. In addition to advisory services, the firm's owners are also registered representatives with a brokerage firm and licensed insurance agents, meaning they may earn separate commissions from selling specific investment or insurance products.
Fee Structure
- Hourly planning and consulting — $75 to $385 per hour for targeted financial advice
- Fixed-fee financial plans — $1,500 to $15,000 depending on the complexity of your situation, covering retirement, tax concerns, insurance, and college planning