Concurrent Wealth Management fees and pricing
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 22, 2026, Concurrent Wealth Management charges $800 an hour and a monthly fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $800/hr
“We impose a minimum fee of $2,500 for project-based services, and hourly fees are charged at the rate of $800 per hour.”
- Monthly fee
- $1,000/mo
“Fee: $1,000/month (flat).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Concurrent Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unless otherwise noted below, our fees are generally not negotiable, but we reserve the right to offer fee waivers or discounts at our discretion.”
- “Monthly in advance; one month upfront at engagement.”
- “Monthly in advance; one month upfront at engagement.”
How Concurrent Wealth Management’s fees compare
- Its hourly rate of $800 is above the Texas median of $275. 98% of the 468 other Texas planners that publish an hourly rate charge less.
- 66 of the 67 other planners in Houston that publish an hourly rate charge less.
About Concurrent Wealth Management
“We also offer retirement plan consulting services, institutional investment management, corporate financial wellness, and educational seminars, webinars, and speaking engagements.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, ChFC®, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Estate planning
- Divorce
- Business owners
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
- Assets managed
- $12,600,300
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293564
- Phone
- (832) 744-1176
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
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.