John Stetter
Concorde Investment Management · Dallas, Texas
John Stetter is a fee-only financial advisor at Concorde Investment Management in Dallas, Texas. John 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 1896844 |
| Exams passed | Series 63 (1988) · Series 65 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.concordeco.com |
How John'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 John
Is John Stetter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Concorde Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Stetter based?
John Stetter is based in Dallas, Texas.
What does John specialize in?
John's specialties include family wealth transfer. John works with multi-generational families.
Is John Stetter registered with the SEC?
Yes. John Stetter is registered as an investment adviser representative in TX (CRD 1896844), 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 John Stetter?
Through John'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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