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Christopher Louis Comstock

AIF®, CFP®
PLAN
Fresno, CA
·CRD# 5653146·18 years experience

Professional Summary

Christopher Louis Comstock, AIF®, CFP®, who also goes by Chris Comstock, is a registered financial advisor currently at PLANCORP, LLC located in Fresno, California. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Comstock

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 2012

Years of Experience

18 years in the financial services industry

Current & Past Employments

PLANCORP, LLC·CRD# 106599
RIA
1312 W. Herndon Ave. Suite 101, Fresno, CA 93711
April 1, 2026 - Present
REGENCY INVESTMENT ADVISORS INC·CRD# 106990
RIA
Fresno, CA
March 19, 2009 - April 7, 2026

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Current Firm

PLANCORP, LLC
PLANCORP, LLC

PLANCORP HOLDINGS, INC. | PLANCORP®, INC. | PLANCORP, LLC | PLANCORP, INC. | PLANCORP WEALTH MANAGEMENT | PLANCORP INC

CRD#: 106599 / SEC#: 801-20398
RIA
Registered Investment Advisory firm - SEC (1/14/1984 Approved)

Contact Information

Main Address

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829

Phone Number

(636) 532-7824

# of Employees

112

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026-08-13 PLANCORP FORM ADV PART 2A (8/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

9,200

AUM (Assets Under Management)

$10,634,525,882

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/14/2026Cover PageReport
11/13/2025Cover PageReport
10/09/2024Cover PageReport
12/07/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PLANCORP, LLC
PLANCORP, LLC

PLANCORP HOLDINGS, INC. | PLANCORP®, INC. | PLANCORP, LLC | PLANCORP, INC. | PLANCORP WEALTH MANAGEMENT | PLANCORP INC

CRD#: 106599 / SEC#: 801-20398
RIA
Registered Investment Advisory firm - SEC (1/14/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(4/1/2026)
IAR
Texas
(4/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2008About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Louis Comstock's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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