Advisor at Concord Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Concord Wealth Partners
Location
Rockville, MD 20852
Credentials
Series 65
Industry experience
5 years
Gary Aiken is a financial advisor at Concord Wealth Partners in Fairfax, VA, holding a Series 65 designation with five years of industry experience. His career includes roles at Concord Asset Management and Concord Wealth Management since 2022, as well as prior positions at AAFMAA Wealth Management & Trust LLC and AAFMAA from 2013 to 2022. Concord Wealth Partners provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm emphasizes individualized, generally discretionary investment approaches with a focus on asset allocation and diversification across multiple asset classes, managing approximately $946 million in client assets.
Based on Concord Wealth Partners
Based on Concord Wealth Partners
Financial planning fees generally range from $500 to $10,000.
Under $250,000 - $250,000: 1.25% $250,000 - $3,500,000: 1.00% $3,500,000 - $7,000,000: 0.80% $7,000,000+: 0.60%
Registered representatives receive commission-based compensation separately from advisory fees.
Hourly fees range from $150 to $300 per hour.
11400 Rockville Pike, Suite 500
Rockville, MD 20852
Maryland · Virginia
Concord Asset Management
2022 - Present (4 years)
Concord Wealth Management
2022 - Present (4 years)
AAFMAA Wealth Management & Trust LLC
2022 - 2022 (1 year)
AAFMAA Wealth Management & Trust LLC
2020 - 2022 (2 years)
AAFMAA
2013 - 2020 (7 years)
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Broker-dealer / trader
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Bank
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Trust company
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Other specialized services
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