Fee-only adviser · Lansdale, PA

Comprehensive Advisors, LLC

Comprehensive Advisors, LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Lansdale, Pennsylvania. On its latest Form ADV, filed February 2, 2026, it reports 53 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Pennsylvania
Firm CRD number289316
Office1110 N. Broad Street
Lansdale, PA 19446
Phone(215) 393-5288
WebsiteNot listed
Regulatory assets under managementNot reported
Individual clients37 non-high-net-worth, 16 high-net-worth
Financial planning clients51-100
How it chargesHourly, Fixed fee
ServicesFinancial planning
Employees7
Disciplinary disclosuresNone reported
Latest Form ADV filingFebruary 2, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

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