PlannerFees

Comprehensive Financial Consultants fees and pricing

Financial planner in Cicero, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 17, 2026, Comprehensive Financial Consultants charges a flat or project fee of $500⁠-⁠$10,000 and a quarterly fee of $125⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$10,000
“Our one-time comprehensive and limited topics financial planning services are offered on a fixed fee basis ranging between $500 to $10,000.”
Quarterly fee
$125⁠-⁠$2,500/qtr
“For ongoing financial planning services, we charge a quarterly fee between $125 to $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Comprehensive Financial Consultants bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The exact quarterly fee is negotiable based on the client’s financial situation, the number of topics to be covered in the written plan, number of meetings scheduled, number of non-managed accounts and time to conduct research and create the plan.”
  • “With ongoing financial planning, the fee will be collected at the beginning of each quarter, in advance.”
  • “For fees paid in advance, you will receive a prorated refund of any unearned fees.”

How Comprehensive Financial Consultants’ fees compare

  • Its flat or project fee of $500-$10,000 spans the Indiana median of $5,000. 57% of the 84 other Indiana planners that publish a flat or project fee charge less.

About Comprehensive Financial Consultants

“We offer comprehensive financial planning services. We offer ongoing financial planning that involves an ongoing relationship beyond simply creating a written financial plan for the client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 9 employees.
  • Founded: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
376
Employees
9
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$187,285,623
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
310603
Website
cfcplans.com (opens in new tab)
Phone
(317) 984-7693

Can advise clients in 2 states: Indiana, Texas

Other planners in Cicero that publish fees

Compare all 260 planners in Indiana

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.