Comprehensive Financial Planning for Doctors, LLC fees and pricing
Financial planner in Frisco, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Comprehensive Financial Planning for Doctors, LLC charges an annual fee of $4,000-$6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $4,000-$6,000/yr
“For Ongoing Agreements, our minimum annual fee is $4,000/year for single clients and $6,000/year for legally married clients.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Comprehensive Financial Planning for Doctors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For Standalone Agreements, we collect half of the fee up front and the other half of the fee upon delivery of our written recommendations.”
- “For Ongoing Agreements, we bill you monthly in arrears.”
- “Upon termination of any agreement, any earned but unpaid fees will be due and payable.”
How Comprehensive Financial Planning for Doctors, LLC’s fees compare
- Its annual fee of $4,000-$6,000 is below the Texas median of $6,000. 38% of the 106 other Texas planners that publish an annual fee charge less.
- 3 of the 4 other planners in Frisco that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Comprehensive Financial Planning for Doctors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Physicians and dentists
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Minimum
- $6,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, newsletters and publications, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316859
- Phone
- (319) 541-5767
Other planners in Frisco that publish fees
- Braxton Financial Group, LLCFrisco$200/hr
- Edk AdvisoryFrisco$200/hr, $500-$5,000
- Fortress Estate Solutions, PLLCFrisco$475/hr, $75/mo
- Halal AlphaFrisco$500-$1,000/hr, $500/yr
- J I Medina Investments, LLCFrisco$149-$250/hr, $350
- Kingstone Capital Partners Texas, LLCFrisco$250-$350/hr, $500-$10,000
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.