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Roark Head

Advisor at Concurrent Investment Advisors, LLC

Updated today
Concurrent Investment Advisors, LLC logo

Firm

Concurrent Investment Advisors, LLC

Location

Fairbanks, AK 99701

Credentials

CFP®, Series 63, Series 65

Industry experience

43 years

About

Roark Head is a CFP® with 42 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Wedbush Securities and Raymond James. He is also the owner of Head Retirement & Wealth Strategies LLC, a support company focused on building and maintaining client models. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach using customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Client services

Based on Concurrent Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Concurrent Investment Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Project-based financial planning fixed fees up to $25,000; ongoing financial planning fixed fees up to $200,000 annually; fixed quarterly fees possible for investment management

Percentage

$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually

Commissions

Advisory Persons may earn commissions as Registered Representatives and insurance agents; separate from advisor fees

Project-based

Financial planning services billed up to $500 per hour

Other

Fee-only: Financial planning: up to $500/hour; fixed fee up to $25,000; ongoing fixed annual fee up to $200,000 per year

Location

100 Cushman Street, Suite 501

Fairbanks, AK 99701

Most active in

Alaska · Texas

Work history

Purshe Kaplan Sterling Investment

2023 - 2023 (1 year)

Concurrent Investment Adv LLC dba Head Retirement & Wealth Strat

2020 - Present (6 years)

Raymond James

2020 - 2023 (3 years)

Wedbush Securities

2004 - 2020 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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