Firm
Concert Financial Planning, LLC
Houston, Texas
Fee-only
Concert Financial Planning, LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 44 individual clients, 15 of them high net worth.
- Its average account is about $170,000 (assets it manages divided by its 168 accounts).
- Its ongoing planning fee starts at $4,000 a year, above the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | concertplanning.com |
| [email protected] | |
| Phone | (713) 804-7772 |
Concert Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · Hourly |
In the firm's words
"One Worker in the Household One-Time Onboarding Fee of $1,000 $ 1,000 / quarter" source
"Pricing - Quarterly Flat Fees Curated for BigLaw Budgets" source
"Pricing - Quarterly Flat Fees Curated for BigLaw Budgets" source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $29 million |
| Individual clients | 29 |
| High-net-worth clients | 15 |
| Accounts managed | 168 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 304831 |