Comprehensive Planning Associates, Ltd. (Westport)

Name: Comprehensive Planning Associates, Ltd.
Address: 164 Kings Highway North, Westport, CT, 06880
Telephone: 203-454-5970

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.

Comprehensive Planning Associates: assets under management

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 firm manages $31.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $181.21 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Comprehensive Planning Associates, Ltd.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David John Mcclatchie	President/chief compliance officer	1 Jun 2011	75% - 100%	1491092
The Mcclatchie Family Trust U/A Dtd 5/16/2003	Shareholder	1 Jun 2011	75% - 100%	00001
Carol Ann Mcclatchie	Trustee	1 Jun 2011	Other	5804801
Gretchen M Brunner	Chief compliance officer	1 Aug 2011	Other	5054460

Based in Westport

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.