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Comprehensive Planning Associates, Inc.

● SEC registered since 2025CRD 115932SEC# 801-132219Lebanon, NH
Export (members)
Reg. AUM
$117.4M
Employees
4
Accounts
369
Location
Lebanon, NH

Comprehensive Planning Associates, Inc. assets under management

Comprehensive Planning Associates, Inc. is an SEC-registered investment adviser based in Lebanon, NH. The firm has been registered since 2025. It reports $117.4 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/the-wealth-conservatoryView on SEC.gov ↗

Comprehensive Planning Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
John Jay Hutchins ControlPresident And Chief Compliance OfficerOver 75%1994

Frequently asked questions

How much does Comprehensive Planning Associates, Inc. manage?

Comprehensive Planning Associates, Inc. reports $117.4 million in regulatory assets under management on its Form ADV.

How many employees does Comprehensive Planning Associates, Inc. have?

Comprehensive Planning Associates, Inc. reports 4 employees.

Where is Comprehensive Planning Associates, Inc. located?

Comprehensive Planning Associates, Inc. is based in Lebanon, NH and has been SEC-registered since 2025.

Does Comprehensive Planning Associates, Inc. disclose fund performance?

Comprehensive Planning Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address29 School Street, Lebanon, NH 03766
Phone800-472-1844
Fax603-448-0276
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.4M
Non-discretionary$0
Total (RAUM)$117.4M