Comprehensive Wealth Management Group, LLC (CWMG) offers financial and education planning and consulting services. CWMG gathers financial information from clients to prepare an analysis and recommendations based on their goals, objectives, and financial situation. CWMG does not manage client assets; instead, client assets are maintained by Buckman, Buckman & Reid, Inc., where Allan Katz is a Registered Rep.
Assets Under ManagementN/A
Clients30
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Application Preparation and Completion and Planning Services - $995, includes expected family contribution calculations, verification of data, and completion of financial aid forms.
- Admissions Review and Assessment - $1250, includes transcript review, student questionnaire, and school recommendations.
- In-Depth College Planning Services - $1,995, includes expected family contribution calculations, verification of data, completion of financial aid forms, award and appeal process assistance, and school recommendations.
- Premium College Planning Services Plus - $6200, includes calculation of expected family contribution before and after planning strategies, verification of data, completion of financial aid forms, loan counseling, award and appeal process assistance, admissions review and assessment, expert college admission essay editing and review, application preparation services, creation of activities resume, 2-hour consultation, and unlimited email and phone support.
One-Time Plan:$995 - $6,200
Hourly Rate:$300/hr
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