Comprehensive Planning Associates, Ltd. is an adviser based in Westport. It manages $31.53 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Connecticut.
Comprehensive Planning Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Comprehensive Planning Associates, Ltd. is $31.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Comprehensive Planning Associates, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David John Mcclatchie has been acting as President since 1 Jun 2011. Gretchen M Brunner joined the executive team most recently as the Chief Compliance Officer.
The principal office where Comprehensive Planning Associates, Ltd. performs its advisory services is located at 164 Kings Highway North, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-454-5970 or by fax 203-454-8977. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.compass-ltd.com.