Firm
Concordia Wealth Management
Concord, Massachusetts
Fee-only
Concordia Wealth Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 47 individual clients, 40 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 116 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Concord, Massachusetts |
|---|---|
| Phone | (978) 371-7044 |
Concordia Wealth Management fees
Concordia 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 · Fixed fees |
|---|---|
| Assets managed | $197 million |
| Individual clients | 7 |
| High-net-worth clients | 40 |
| Accounts managed | 116 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-77860) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 164278 |