# COMPREHENSIVE FINANCIAL PLANNING FOR DOCTORS, LLC

COMPREHENSIVE FINANCIAL PLANNING FOR DOCTORS, LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mike-mcerlane

## Regulatory record

- **CRD number:** 316859
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316859

## About

COMPREHENSIVE FINANCIAL PLANNING FOR DOCTORS, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Who is the primary client for Comprehensive Financial Planning for Doctors?

The firm targets licensed physicians, including residents, attendings, and private-practice owners. Its services are built around the financial constraints of medical training and practice.

### What services does the firm offer beyond investment management?

The advisor provides financial planning, student-loan strategy, tax optimization, and estate planning. The focus is on cash-flow management and asset allocation rather than alternative investments.

### Is the firm a fiduciary?

As a registered investment advisor, the firm is bound by a fiduciary duty to act in clients' best interests. This means fee structures and investment recommendations must prioritize the client.

### Does the firm work with high-net-worth physicians exclusively?

The firm explicitly markets to doctors broadly, which includes those early in their careers with high debt and those later in their careers with significant assets. Minimum account thresholds are not publicly known.

## Related profiles

- [Basis Point Investments](https://altss.com/profile/basis-point-investments)
- [Lockerman Financial Group](https://altss.com/profile/lockerman-financial-group-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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