Gary Wood
Concorde Investment Management · Dallas, Texas
Gary Wood is a fee-only financial advisor at Concorde Investment Management in Dallas, Texas. Gary focuses on family wealth transfer. Concorde Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Concorde Investment Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $376.2M across 378 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4339022 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.concordeco.com |
How Gary's firm compares
- Concorde Investment Management's average account is about $995,000, from its Form ADV (assets managed divided by 378 accounts).
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Questions about Gary
Is Gary Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary 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 Gary charge for financial advice?
Gary's firm, Concorde Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gary Wood based?
Gary Wood is based in Dallas, Texas.
What does Gary specialize in?
Gary's specialties include family wealth transfer. Gary works with multi-generational families.
Is Gary Wood registered with the SEC?
Yes. Gary Wood is registered as an investment adviser representative in TX (CRD 4339022), 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 Gary Wood?
Through Gary's website, www.concordeco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Concorde Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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