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CONCERT FINANCIAL PLANNING, LLC
CRD 304831
2950 NORTH LOOP WEST, SUITE 500, HOUSTON, TX, 77092, United States
Phone
(713) 804-7772
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.6M
Discretionary AUM
$28.6M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $7.2M |
| High net worth individuals | 15 | $21.4M |
All web addresses on file
Official SEC filing: View on IAPD