# Barbara Spicer

> Barbara Spicer is a fee-only financial advisor at Concorde Investment Management in Dallas, Texas. Barbara focuses on family wealth transfer. Concorde Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/barbara-spicer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Concorde Investment Management
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $376.2M across 378 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7235166 (https://adviserinfo.sec.gov/individual/summary/7235166)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.concordeco.com

## Frequently asked questions

### Is Barbara Spicer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Concorde Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Barbara charge for financial advice?

Barbara's firm, Concorde Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Barbara Spicer based?

Barbara Spicer is based in Dallas, Texas.

### What does Barbara specialize in?

Barbara's specialties include family wealth transfer. Barbara works with multi-generational families.

### Is Barbara Spicer registered with the SEC?

Yes. Barbara Spicer is registered as an investment adviser representative in TX (CRD 7235166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Concorde Investment Management manage?

Concorde Investment Management reports $376.2M across 378 accounts in assets under management.

### How do I contact Barbara Spicer?

Through Barbara's website, www.concordeco.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7235166): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.concordeco.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.