Concentrum Wealth Management fees and pricing
Financial planner in San Jose, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Concentrum Wealth Management charges $350 an hour and a flat or project fee of $2,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly fees are $350 for financial advisors, $150 per hour for para-planners and $75 for administrative time.”
- Flat or project fee
- $2,000-$30,000
“Flat fees generally range from $2,000 to $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Concentrum Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are negotiable and will generally be debited 1 Please note that our method for computing the amount of “client assets we manage” can be different from the method for computing “assets under management” required for Item 5.F in Part 1A of Form ADV.”
- “The client will be invoiced directly for the fees.”
- “We charge our advisory fees quarterly in advance.”
How Concentrum Wealth Management’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 10 of the 17 other planners in San Jose that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$30,000 spans the California median of $5,000. 90% of the 796 other California planners that publish a flat or project fee charge less.
- 13 of the 15 other planners in San Jose that publish a flat or project fee charge less.
About Concentrum Wealth Management
“We provide a variety of financial planning and consulting services to individu”
- Firm size: 7 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 381
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $986,752,839
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 167151
- Phone
- (408) 840-4030
Can advise clients in 8 states: Arizona, California, Florida, Hawaii, North Carolina, Nevada, Oregon, Texas
Other planners in San Jose that publish fees
- Align Wealth Management, LLCSan Jose$300-$800/hr, Up to $50,000
- Amaral Financial PlanningSan Jose$500/hr
- Arena Advisors LLCSan Jose$250-$5,000
- Brightplan LLCSan Jose$20/mo
- Chief Capital Management, IncSan Jose$200/hr
- Corinthian Wealth ManagementSan Jose$300-$500/hr, $3,000-$12,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.