Concorde Investment Management fees and pricing

Financial planner in Dallas, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 13, 2026, Concorde Investment Management charges $200⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$300/hr; “Clerical and Administrative $150 per hour Analysis and Professional $200 to $300 per hour Clients may terminate their agreements with the Adviser by giving us 30 days written notice.”

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

“Our fees are negotiable and may vary from Client to Client and may be higher or lower than those indicated in the basic fee schedule below.”
“Financial advisory fees are based on time spent at hourly rates indicated below and are billed monthly after services are performed.”
“Our authority to exercise investment discretion is agreed to in advance by the Client through the terms of our investment management agreement with the Client.”

Its hourly rate of $200-$300 spans the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
13 of the 56 other planners in Dallas that publish an hourly rate charge less.

“The Adviser also serves as investment advisor to Concorde Funds, Inc. consisting of one fund, Concorde Wealth Management Fund (the “Fund”).”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 125
Employees: 6
Works with: Individuals, high net worth individuals, investment companies, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, and other services
Assets managed: $376,213,522
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 105237
Website: concordeco.com (opens in new tab)
Phone: (972) 701-5400

Is something on this page wrong or out of date?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.