Preston Cherry
Concurrent Wealth Management · Houston, Texas
Preston Cherry is a fee-only financial advisor at Concurrent Wealth Management in Houston, Texas, who holds the CFP credential. Preston charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,000 a year and one-time plans from $5,000) and focuses on flat-fee planning, equity compensation and retirement planning.
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Specialties
Who they serve
- Executives
- High earners
- Founders
Facts
| Firm | Concurrent Wealth Management |
|---|---|
| Based in | Houston, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year · One-time plans from $5,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $12.6M across 14 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2926829 |
| Exams passed | Series 63 (2005) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.concurrentfp.com |
| Profile |
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Questions about Preston
Is Preston Cherry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Preston holds no broker registration, and Concurrent Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Preston charge for financial advice?
Preston charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Preston charge?
According to Concurrent Wealth Management's website, checked October 30, 2026: ongoing planning from $12,000 a year; one-time plans from $5,000.
Does Preston work with clients virtually?
Yes. Concurrent Wealth Management says on its website that it works with clients remotely.
Where is Preston Cherry based?
Preston Cherry is based in Houston, Texas.
What does Preston specialize in?
Preston's specialties include flat-fee planning, equity compensation, retirement planning, tax planning and estate & legacy planning. Preston works with executives, high earners and founders.
What credentials does Preston Cherry hold?
Preston Cherry holds the CFP credential.
Is Preston Cherry registered with the SEC?
Yes. Preston Cherry is registered as an investment adviser representative in TX (CRD 2926829), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concurrent Wealth Management manage?
Concurrent Wealth Management reports $12.6M across 14 accounts in assets under management.
How do I contact Preston Cherry?
Through Preston's website, www.concurrentfp.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
- Concurrent 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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