Comprehensive Financial Planning Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Comprehensive Financial Planning, Inc. charges an initial fee ranging between $1,000 and $5,000 (hourly rate based on $150.00 per hour) for comprehensive financial planning as described above.”

Flat or project fee

$1,000⁠-⁠$5,000

From the same sentence as above.

Annual fee

$500/yr

“The minimum fee charged is $500 per year which includes a one-time, non-refundable setup fee of $250 for new clients.”

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

How Comprehensive Financial Planning Inc bills

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

• “Fifty percent of the fee is due and payable at onset of services contracted.”
• “The balance of the fee charged is payable upon delivery of financial plan.”
• “For ongoing investment supervisory clients, we generally invoice quarterly, in arrears, for fees incurred.”

How Comprehensive Financial Planning Inc’s fees compare

• Its hourly rate of $150 is below the Oklahoma median of $250. 5% of the 41 other Oklahoma planners that publish an hourly rate charge less.
• 1 of the 6 other planners in Oklahoma City that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$5,000 spans the Oklahoma median of $2,875. 51% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Oklahoma City that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Oklahoma median of $5,000. None of the 11 other Oklahoma planners that publish an annual fee charge less.
• None of the 3 other planners in Oklahoma City that publish an annual fee charge less.

About Comprehensive Financial Planning Inc

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1988 (38 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

100

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$175,954,952

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109822

Phone

(405) 879-1117

Can advise clients in 2 states: Oklahoma, Texas

Other planners in Oklahoma City that publish fees

• Adaptation Financial Advisors Inc.Oklahoma City$75⁠-⁠$500/hr, $500⁠-⁠$25,000
• Arrow Investment Management LLCOklahoma City$150/hr
• Axion Capital Markets, LLCOklahoma City$125⁠-⁠$150/hr
• Flatlands Wealth LLCOklahoma City$500
• Fourpath Capital Management, LLCOklahoma City$20,000/yr
• G. Dewayne McanallyOklahoma City$2,500

Compare all 26 planners in Oklahoma City