Philip Lichtman
Concert Financial Planning · Houston, Texas
Philip Lichtman is a fee-only financial advisor at Concert Financial Planning in Houston, Texas. Concert Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Concert Financial Planning |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $28.6M across 168 accounts |
| SEC registration | Investment adviser representative in CA, DC, GA, TX · CRD 7045533 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.concertplanning.com |
How Philip's firm compares
- Concert Financial Planning's average account is about $170,000, from its Form ADV (assets managed divided by 168 accounts).
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Questions about Philip
Is Philip Lichtman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Concert Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Concert Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Philip Lichtman based?
Philip Lichtman is based in Houston, Texas.
Is Philip Lichtman registered with the SEC?
Yes. Philip Lichtman is registered as an investment adviser representative in CA, DC, GA and TX (CRD 7045533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concert Financial Planning manage?
Concert Financial Planning reports $28.6M across 168 accounts in assets under management.
How do I contact Philip Lichtman?
Through Philip's website, www.concertplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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
- 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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