Firm
Concurrent Wealth Management
Houston, Texas
Fee-only
Facts
| Based in | Houston, Texas |
|---|---|
| Website | concurrentfp.com |
| Phone | (832) 744-1176 |
Concurrent Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| One-time plan | From $5,000 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$1,000 /month" source
"One-Time Planning Engagement | $5,000" source
"$1,000 /month" source
"Concurrent Wealth Management uses a dollar-based, flat-fee fiduciary model" 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 | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 8 |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 293564 |