Comprehensive Financial Planning Corporation
- Regulatory AUM
- $264M
- Discretionary
- $0
- Clients
- 174
- Avg AUM / client
- $1.5M
- Accounts
- 841
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 160 | $146M | 55.2% |
| High net worth individuals | 14 | $118M | 44.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Wolfgang Operations, Llc 401(k) Profit Sharing Plan Wolfgang Operations, Llc | 2024 | |
| T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan T.W. Ponessa & Associates Counseling Services, Inc. | 2024 | |
| Kinsey's Archery Products, Inc. Profit Sharing Plan Kinseys Archery Products, Inc. | 2024 | |
| Iu Health 401(k) Savings Plan Indiana University Health Inc. | 2024 | |
| Herman R Ewell Inc Profit Sharing & Savings Plan Herman R Ewell Inc | 2024 | |
| Benchmark Construction Company, Inc. 401(k) Retirement Savings Plan Benchmark Construction Company, Inc | Brownstown, PA | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald John Hochstein | President/Chief Financial Officer | CFP Chartered Financial Consultant | Jan 1993 (34y) | 75% or more |
| Amy Hochstein Clark | Secretary / Treasurer | CFP Chartered Financial Consultant | Feb 2001 (26y) | Less than 5% |
| Justin Parker Hochstein | Vice President, Chief Compliance Officer | Jan 2002 (25y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Wolfgang Operations, Llc 401(k) Profit Sharing Plan | Wolfgang Operations, Llc | 262 | $5.9M | 07/01/2024 |
| T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan | T.W. Ponessa & Associates Counseling Services, Inc. | 241 | $3.2M | 01/01/2024 |
| Kinsey's Archery Products, Inc. Profit Sharing Plan | Kinseys Archery Products, Inc. | 99 | $19.4M | 01/01/2024 |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | 40,158 | $4.5B | 01/01/2024 |
| Herman R Ewell Inc Profit Sharing & Savings Plan | Herman R Ewell Inc | 316 | $17.9M | 01/01/2024 |
| Benchmark Construction Company, Inc. 401(k) Retirement Savings Plan | Benchmark Construction Company, Inc | 201 | $28.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗