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Roark Head

Advisor at Concurrent Investment Advisors, LLC

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Concurrent Investment Advisors, LLC logo

Firm

Concurrent Investment Advisors, LLC

Location

Fairbanks, AK 99701

Credentials

CFP®, Series 63, Series 65

Industry experience

42 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed engagement fees for financial planning up to $25,000; ongoing financial planning annual fixed fees up to $200,000.

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

Certain Advisory Persons are Registered Representatives earning commissions for securities and insurance sales separate from advisory fees.

Project-based

Up to $500 per hour for project-based financial planning engagements.

Other

Fee-only: Advisory fees range from 1.00% to 2.00% annually based on tiered schedule; Financial planning fees offered as fixed fees up to $25,000 or hourly up to $500/hour; Retirement plan advisory fees from 0.25% to 1.75% annually; Custody, Platform and Admin fee typically 0.05% annually; Flourish Cash fee 0.10% annually.

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.

Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)

Samuel L

Series 66

Fairbanks, AK

Edward Jones

General retirement planning

David W

Series 66

Fairbanks, AK

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Phil Y

Series 63

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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Jaime G

Series 65

Fairbanks, AK

Phil A. Younker & Associates, Ltd.

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Tammy K

Series 65

Fairbanks, AK

Elliott Cove Capital Management

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