Concert Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“As of the date of this Brochure, the hourly rate for services Matt Smith performs on behalf of clients is $500 per hour.”

Quarterly fee

$1,000⁠-⁠$1,500/qtr

“August 25, 2026 Career Level Examples One Worker in the Household (HH) Quarterly Flat Fee $1,000 Two Workers in the Household (HH) Quarterly Flat Fee $1,500 4rd - 6th Year Associate;”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Concert Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Such fees will be negotiated in advance and will not be based on the level of assets in the plan(s).”
• “The amount due for this Employee Benefit Plan Service may be paid from the investment account or by electronic funds transfer, credit card, or check.”
• “The fee may be negotiable in certain cases and is due at the completion of the engagement, or at least monthly.”

How Concert Financial Planning, LLC’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• 60 of the 67 other planners in Houston that publish an hourly rate charge less.

About Concert Financial Planning, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Business owners

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

3% a year

Clients

44

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$28,561,490

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304831

Website

instagram.com/concertfinplan (opens in new tab)

Phone

(713) 804-7772

Can advise clients in 4 states: California, District of Columbia, Georgia, Texas

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

Compare all 154 planners in Houston