{"url":"https://nivawealth.com/firms/comprehensive-financial-planning-109822","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109822","regulatoryAum":175954952,"crd":"109822","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1060172","suffix":"MR.","lastName":"EVANS","firstName":"DAVID","middleName":"KARL"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-29","regulatoryAum":149188170,"clients":98,"employees":1,"offices":1},{"filedOn":"2022-03-25","regulatoryAum":171654780,"clients":97,"employees":3,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":154032345,"clients":101,"employees":3,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":172079229,"clients":102,"employees":3,"offices":1},{"filedOn":"2025-03-18","regulatoryAum":182508765,"clients":104,"employees":3,"offices":1},{"filedOn":"2026-03-11","regulatoryAum":175954952,"clients":100,"employees":2,"offices":1}],"secFileNumber":"801-31935","legalName":"Comprehensive Financial Planning Inc","displayName":"Comprehensive Financial Planning","slug":"comprehensive-financial-planning-109822","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Oklahoma corporation","fiscalYearEnd":"December","headquarters":{"street":"2919 United Founders BLVD.","city":"Oklahoma City","state":"OK","stateName":"Oklahoma","country":"United States","postalCode":"73112"},"tradeNames":[],"registration":{"secApproved":"19 May 1988","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1759549.52,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":175954952,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":175954952,"nonDiscretionaryAccounts":328,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":93,"regulatoryAum":115834680},{"label":"High-net-worth individuals","clients":7,"regulatoryAum":60120272}],"feePrograms":[{"role":"other","program":"Comprehensive financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017342","versionId":1017342,"submittedOn":"2026-03-11","documentName":"COMPREHENSIVE FINANCIAL PLANNING INC DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:04:44.172485+00:00","documents":[{"name":"COMPREHENSIVE FINANCIAL PLANNING INC DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017342","versionId":1017342,"submittedOn":"2026-03-11"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=699922","versionId":699922,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":172261784}],"custodyNote":"Comprehensive Financial Planning does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Evans","title":"President/Chief Compliance Officer","crd":"1060172"}],"ownership":[{"label":"David Evans","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since January 1990."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oklahoma","offices":1,"addresses":[{"street":"2919 United Founders BLVD.","city":"Oklahoma City","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"405-879-1117","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":39},{"label":"Cash and cash equivalents","percent":42},{"label":"Other","percent":19,"detail":"Annuity (Cash, Fixed Income, Stock), CD, Closed-End Fund, Corp Bond, Bond Fund, Growth Fund, Income Fund, Muni Bond, Preferred Stock, Reit"}],"privateFunds":0},"sources":{"adv1FilingDate":"11 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/109822/PDF/109822.pdf","brochureDate":"11 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1017342","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Comprehensive Financial Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Comprehensive Financial Planning offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Comprehensive Financial Planning use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Comprehensive Financial Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Comprehensive Financial Planning invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Comprehensive Financial Planning?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Comprehensive Financial Planning get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Comprehensive Financial Planning?","answer":"Comprehensive Financial Planning’s main office is at 2919 United Founders BLVD., Oklahoma City, OK 73112. Its phone number is 405-879-1117.","source":"Form ADV Part 1A, Item 1.F, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}