COMPREHENSIVE FINANCIAL PLANNING
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-1 YoYRank #1328 of mapped providers
Assets under administration$4.7B0.0%Market share · rank #2021
Fees received$498,058Median $47,894/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical COMPREHENSIVE FINANCIAL PLANNING plan look like?
Service mix · median fees per plan
Count of plans where COMPREHENSIVE FINANCIAL PLANNING ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Direct payment from the plan; Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan); Named fiduciaryCode 26 | 6 | $36,797 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $160,580 | |
Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan); Consulting (general); Other investment fees and expensesCode 16 | 1 | $42,996 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $57,236 | |
Named fiduciary; Investment managementCode 28 | 1 | $0 |
Competitor overlap
Percent of COMPREHENSIVE FINANCIAL PLANNING's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under COMPREHENSIVE FINANCIAL PLANNING.
| Sponsor | From | Assets |
|---|---|---|
CAPITOL COUNTY CHILDRENS COLLABNJ · 223843134-001 | SAGEPOINT FINANCIAL INC | $10M |
Plans lost in 2024
Appeared last year under COMPREHENSIVE FINANCIAL PLANNING; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL LONGSHOREMAN'S WELFARE AND PENSION ADMINISTRATIONFL · 823722523-001 | ELAN FINANCIAL SERVICES | $92M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INDIANA UNIVERSITY HEALTH INC.IN · 351955872-005 | $4.5B | 51,880 | $6,188 | 2y | - |
RHI MAGNESITAPA · 230380777-002 | $129M | 1,085 | $160,580 | 8y | 1 |
BENCHMARK CONSTRUCTION COMPANY, INCPA · 232340065-001 | $28M | 246 | $52,791 | 10y | - |
KINSEYS ARCHERY PRODUCTS, INC.PA · 231677831-002 | $19M | 129 | $73,945 | 6y | 1 |
HERMAN R EWELL INCPA · 231490346-001 | $18M | 405 | $62,784 | 10y | - |
TEL HAI RETIREMENT COMMUNITYPA · 232039189-002 | $15M | 350 | $57,236 | 10y | - |
CAPITOL COUNTY CHILDRENS COLLABNJ · 223843134-001 | $10M | 185 | $0 | 3y | - |
M. SIMON ZOOK CO.PA · 231496543-001 | $8M | 257 | $42,996 | 9y | - |
WOLFGANG OPERATIONS, LLCPA · 461126031-001 | $6M | 361 | $20,736 | 6y | 1 |
T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC.PA · 232828922-002 | $3M | 266 | $20,802 | 3y | 1 |
Flag exposure
70.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (26)
Raw Schedule C names collapsed into COMPREHENSIVE FINANCIAL PLANNING.
- COMPREHENSIVE ASSET MANAGEMENT
- COMPREHENSIVE ASSET MANAGEMENT &
- COMPREHENSIVE ASSET MANAGEMENT & S
- COMPREHENSIVE ASSET MANAGEMENT & SE
- COMPREHENSIVE ASSET MANAGMENT & SER
- COMPREHENSIVE ASSET MANAGMENT AND S
- COMPREHENSIVE ASSET MANANGEMENT
- COMPREHENSIVE ASSET MGT SERV
- COMPREHENSIVE ASSETS MANAGEMENT
- COMPREHENSIVE BKRG SERVICE INC,
- COMPREHENSIVE BROKERAGE SERVICES IN
- COMPREHENSIVE BROKERAGE SVCS, INC
- COMPREHENSIVE CONS SOLUTIONS, LLC
- COMPREHENSIVE CONSULTING
- COMPREHENSIVE CONSULTING GROUP
- COMPREHENSIVE CONSULTING SERVICES
- COMPREHENSIVE CONSULTING SOLUTION
- COMPREHENSIVE FIN. PLANNING, INC.
- COMPREHENSIVE FINANCIAL
- COMPREHENSIVE FINANCIAL PLANNING
- COMPREHENSIVE FINANCIAL PLANNING IN
- COMPREHENSIVE FINANCIAL PLANNING, I
- COMPREHENSIVE FINCL PLANNING INC
- COMPREHENSIVE WEALTH SOLNS/R JAMES
- COMPREHENSIVE WEALTH SOLUTIONS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for COMPREHENSIVE FINANCIAL PLANNING's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 10.00% | 26.94% | -16.94 pp |
| Late contributions | 2 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 10.00% | 1.76% | +8.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with COMPREHENSIVE FINANCIAL PLANNING. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent