COMPLETE FINANCIAL PLANNING,INC.
  • COMPLETE FINANCIAL PLANNING,INC.

Adviser Profile

As of Date 04/02/2026
Registration status Terminated
Contact Info 845 xxxxxxx
Websites
AUM* 32,039,350 -9%
of that, discretionary 31,795,657 -10%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 376,934 -12%
% High Net Worth 45.71% -3%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

35M 30M 25M 20M 15M 10M 5M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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