COMPREHENSIVE FINANCIAL PLANNING, INC.

CRD 110937File 801-55646

APPROVED

Retail clients

Filing as of May 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$434.1M

Below cohort median (national)

Discretionary AUM

$429.8M

Non-discretionary $4.3M

Clients

592

592 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jul 10, 1998
Principal office: 5995 LEMON STREET, EAST PETERSBURG, PA, 17520-1329
Phone: 717-569-6667
Website: HTTPS://WWW.LINKEDIN.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $434.1M
Discretionary AUM: $429.8M
Non-discretionary AUM: $4.3M
Discretionary accounts: 569
Non-discretionary accounts: 23
Total accounts: 592
AUM per client: $733K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$37.5M
Charitable organizations	Fewer than 5	$3.0M
High net worth individuals	113	$225.2M
Pension and profit sharing plans	Fewer than 5	$87.8M
Individuals (other than high net worth individuals)	464	$80.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.