Comprehensive Financial Planning provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Comprehensive Financial Planning reports 100 clients. They include 93 individual clients and 7 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $176M across 328 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 66% |
| High-net-worth individuals | 7% | 34% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 93 | $116M | 65.8% | $1.25M |
| High-net-worth individuals | 7 | $60.1M | 34.2% | $8.59M |
| Total | 100 | $176M | 100% | $1.76M |
- Clients
- 93
- Regulatory AUM
- $116M
- AUM share
- 65.8%
- Avg. per client
- $1.25M
- Clients
- 7
- Regulatory AUM
- $60.1M
- AUM share
- 34.2%
- Avg. per client
- $8.59M
Total
- Clients
- 100
- Regulatory AUM
- $176M
- AUM share
- 100%
- Avg. per client
- $1.76M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Comprehensive Financial Planning is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Comprehensive financial planning
- Comprehensive financial planning has an initial fee of $1,000 to $5,000, based on a $150 hourly rate. Fifty percent is due at the onset of services, and fees are negotiable.
David Evans owns 75% or more of Comprehensive Financial Planning. The leadership team of Comprehensive Financial Planning includes President David Evans. It has 2 employees.
Leadership
- David EvansPresident/Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Comprehensive Financial Planning Inc
David Evans
Control person · since January 1990
Comprehensive Financial Planning’s regulatory assets grew from $149M (July 2021) to $176M (March 2026); clients were 100 in both filings and employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $176M | 100 | 2 | 1 |
| March 2025 | $183M | 104 | 3 | 1 |
| March 2024 | $172M | 102 | 3 | 1 |
| March 2023 | $154M | 101 | 3 | 1 |
| March 2022 | $172M | 97 | 3 | 1 |
| July 2021 | $149M | 98 | 1 | 1 |
Besides its headquarters, Comprehensive Financial Planning has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 2919 United Founders BLVD., Oklahoma CityHQ
Contact and registration details
- Legal name
- Comprehensive Financial Planning Inc
- Headquarters
- 2919 United Founders BLVD., Oklahoma City, OK 73112
- Website
- Not reported
- Phone
- 405-879-1117
- SEC file
- 801-31935
- Structure
- Oklahoma corporation
- Fiscal year end
- December
Comprehensive Financial Planning uses Charles Schwab ($172M) as custodian for its separately managed accounts. Comprehensive Financial Planning does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $172M100%
At year end, Comprehensive Financial Planning’s separately managed accounts were largely in cash (42%) and stocks (39%).
What the accounts hold
- Stocks39%
- Cash42%
- Other19%
- Annuity (cash, fixed income, stock), cd, closed-end fund, corp bond, bond fund, growth fund, income fund, muni bond, preferred stock, reit19%
How many clients does Comprehensive Financial Planning have?
Comprehensive Financial Planning has 100 clients and manages $176 million for them, as of March 2026. They include 93 individual clients and 7 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Comprehensive Financial Planning offer?
Comprehensive Financial Planning provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Comprehensive Financial Planning use?
Comprehensive Financial Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $172M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Comprehensive Financial Planning have?
Comprehensive Financial Planning has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Comprehensive Financial Planning invest in?
At the end of its last fiscal year, Comprehensive Financial Planning’s separately managed accounts held 42% cash and equivalents, 39% exchange-traded equities and 19% other. The 19% other category is described as: Annuity (Cash, Fixed Income, Stock), CD, Closed-End Fund, Corp Bond, Bond Fund, Growth Fund, Income Fund, Muni Bond, Preferred Stock, Reit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Comprehensive Financial Planning?
Comprehensive Financial Planning’s direct owner is David Evans (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Comprehensive Financial Planning get paid?
Comprehensive Financial Planning is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Comprehensive Financial Planning?
Comprehensive Financial Planning’s main office is at 2919 United Founders BLVD., Oklahoma City, OK 73112. Its phone number is 405-879-1117.