Lance Pieper
Concentrum Wealth Management · San Jose, California
Lance Pieper is a fee-only financial advisor at Concentrum Wealth Management in San Jose, California, who holds the CFP credential. Lance focuses on estate & legacy planning, tax planning and divorce financial planning. Concentrum Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Concentrum Wealth Management |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $986.8M across 1,546 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6887180 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.concentrumwealth.com |
| Profile |
How Lance's firm compares
- Concentrum Wealth Management's average account is about $638,000, from its Form ADV (assets managed divided by 1,546 accounts).
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Questions about Lance
Is Lance Pieper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lance holds no broker registration, and Concentrum Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lance charge for financial advice?
Lance's firm, Concentrum Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lance Pieper based?
Lance Pieper is based in San Jose, California.
What does Lance specialize in?
Lance's specialties include estate & legacy planning, tax planning and divorce financial planning.
What credentials does Lance Pieper hold?
Lance Pieper holds the CFP credential.
Is Lance Pieper registered with the SEC?
Yes. Lance Pieper is registered as an investment adviser representative in CA (CRD 6887180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concentrum Wealth Management manage?
Concentrum Wealth Management reports $986.8M across 1,546 accounts in assets under management.
How do I contact Lance Pieper?
Through Lance's website, www.concentrumwealth.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
- Concentrum Wealth 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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