Advisor at Concord Wealth Partners
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Firm
Concord Wealth Partners
Location
Rockville, MD 20852
Credentials
CFP®, Series 65
Industry experience
12 years
Rebecca Blevins is a CFP® with 12 years of industry experience. She is currently with Concord Wealth Partners, where she has worked since 2022, and previously held roles at Andersen, United Capital Financial Advisers, LLC, and Hfi Wealth Management. Concord Wealth Partners provides financial planning, discretionary portfolio management, and retirement plan consulting to a range of clients including individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm emphasizes individualized, generally discretionary investment approaches focused on asset allocation and diversification, 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
Concord Wealth Partners
2022 - Present (4 years)
Andersen
2018 - Present (8 years)
United Capital Financial Advisers, LLC
2016 - 2018 (2 years)
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Broker-dealer / trader
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Other specialized services
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