Advisor at Concordia Wealth Management, LLC
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
Concordia Wealth Management, LLC
Location
Concord, MA 01742
Credentials
Series 65
Industry experience
20 years
Robert Rodriguez is a financial advisor at Concordia Wealth Management, LLC in Concord, MA, with 20 years of industry experience. He holds a Series 65 credential and has been with Concordia Wealth Management since 2012. Outside of his advisory role, Rodriguez serves as treasurer and director of the Lookout Foundation, a nonprofit focused on sustainable agriculture, forests, and youth at risk. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm offers tailored wealth management, financial planning, and family office services, emphasizing client-specific strategies, fundamental analysis, and attention to cross-border and currency risk considerations.
Based on Concordia Wealth Management, LLC
Based on Concordia Wealth Management, LLC
Flat fees for financial planning services and family office services; fees typically paid upon completion or milestone-based for planning.
0.30% to 1.0% annually (percentage varies by account size, investment types, transaction frequency, and services)
Family office services fees charged monthly or quarterly as flat fees.
Fee-only: Fees based on flat fees for financial planning and family office services; asset-based fees for investment advisory services.
37 Main Street, Suite 1
Concord, MA 01742
Massachusetts · Texas
Concordia Wealth Management, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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