Gregory Wood
Concorde Investment Management · Dallas, Texas
Gregory Wood is a fee-only financial advisor at Concorde Investment Management in Dallas, Texas. Gregory 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 6387437 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.concordeco.com |
| Profile |
How Gregory'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 Gregory
Is Gregory Wood a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory 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 Gregory charge for financial advice?
Gregory's firm, Concorde Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gregory Wood based?
Gregory Wood is based in Dallas, Texas.
What does Gregory specialize in?
Gregory's specialties include family wealth transfer. Gregory works with multi-generational families.
Is Gregory Wood registered with the SEC?
Yes. Gregory Wood is registered as an investment adviser representative in TX (CRD 6387437), 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 Gregory Wood?
Through Gregory'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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