Robert Rodriguez
Concordia Wealth Management · Concord, Massachusetts
Robert Rodriguez is a fee-only financial advisor at Concordia Wealth Management in Concord, Massachusetts. Concordia Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Concordia Wealth Management |
|---|---|
| Based in | Concord, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $197.1M across 116 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 2051214 |
| Exams passed | Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Robert's firm compares
- Concordia Wealth Management's average account is about $1.7 million, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Robert
Is Robert Rodriguez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Concordia Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Concordia Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Rodriguez based?
Robert Rodriguez is based in Concord, Massachusetts.
Is Robert Rodriguez registered with the SEC?
Yes. Robert Rodriguez is registered as an investment adviser representative in MA and TX (CRD 2051214), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concordia Wealth Management manage?
Concordia Wealth Management reports $197.1M across 116 accounts in assets under management.
How do I contact Robert Rodriguez?
Contact details aren't on file yet. Search for Concordia Wealth Management.
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
- 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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