COMPREHENSIVE FINANCIAL CONSULTANTS

Legal name: CFC PLANNING COMPANY, LLC

CRD 310603File 801-131561

APPROVED

Retail clients

Custody

Filing as of Mar 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$187.3M

Bottom 25% of cohort (national)

Discretionary AUM

$185.7M

Non-discretionary $1.6M

Clients

392

1,123 accounts

Employees

Bottom 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 2, 2024
Principal office: 7800 EAST 236TH STREET, CICERO, IN, 46034
Phone: 317-984-7693
Website: HTTPS://WWW.CFCPLANS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $187.3M
Discretionary AUM: $185.7M
Non-discretionary AUM: $1.6M
Discretionary accounts: 1,121
Non-discretionary accounts: 2
Total accounts: 1,123
AUM per client: $478K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$1.1M
Insurance companies	Fewer than 5	$196K
Charitable organizations	7	$4.8M
High net worth individuals	61	$108.6M
Pension and profit sharing plans	Fewer than 5	$1.6M
Individuals (other than high net worth individuals)	315	$71.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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.