Comprehensive Financial Management LLC
Los Gatos, CA·SEC-registered · CRD #159641
Comprehensive Financial Management LLC is an SEC-registered investment advisory firm in Los Gatos, CA managing $19B across 30 client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$19B
Client accounts
30
Advisory staff
15
Fee model
Fee-based
How Comprehensive Financial Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL COMPREHENSIVE FINANCIAL MANAGEMENT LLC
See how Comprehensive compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Comprehensive Financial Management LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Comprehensive Financial Management LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Comprehensive Financial Management LLC
How much does Comprehensive Financial Management LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Comprehensive Financial Management LLC reports $19B in regulatory assets under management across roughly 30 client accounts.
How does Comprehensive Financial Management LLC charge?
Comprehensive Financial Management LLC is a fee-based firm. Its disclosed compensation arrangements are: Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Comprehensive Financial Management LLC a fiduciary?
Yes. Comprehensive Financial Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #159641), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Comprehensive Financial Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Comprehensive Financial Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Los Gatos, CA
Profile compiled from Comprehensive Financial Management LLC's public SEC Form ADV filing (CRD #159641, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Comprehensive Financial Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Comprehensive Financial Management LLC? Claim this profile.