Firm
Concentrum Wealth Management
San Jose, California
Fee-only
Concentrum Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 7 employees and 381 individual clients, 179 of them high net worth.
- Its average account is about $638,000 (assets it manages divided by its 1,546 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Jose, California |
|---|---|
| Website | concentrumwealth.com |
| Phone | (408) 840-4030 |
Concentrum Wealth Management fees
Concentrum Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $987 million |
| Individual clients | 202 |
| High-net-worth clients | 179 |
| Accounts managed | 1,546 |
| Employees | 7 |
| Planning clients | 0 |
| Registered with | The SEC (801-77888) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 167151 |